Managing Employee Time Off/Leave Allowances

Manage your employees holiday, personal day and sick day allowances from within their employment record.

• Each employee will only ever have a single set of time off/leave allowances active at any point in time.
• You can maintain multiple revisions of each employees time off/leave allowances, each with their own effective (from/to) dates so you can specify different time off/leave allowances at different points in the year.
• You can make adjustments to time off/leave allowances to take into account unused allowances from previous periods.
• In order to view/manage time off/leave allowances, you must be granted access to do so.
• You can restrict access to time off/leave allowances days by employee group.

Setting new holiday, personal day and sick day allowances.

1. Navigate to the 'Workforce' area using the system menu.
2. Use the search to find the employee that you wish to update.
3. Click/press the 'Manage' button.
   • You can use the one in the right hand panel or the one in the list.
4. Once the employee record has loaded, go to the 'Time Off' tab, then go to 'Allowances' and expand the relevant time off/leave section.
5. Click/press the 'New' button.
6. Enter the number of days allowed.
7. Enter any adjustments for unused time, time used in a advanced or any bonus time.
8. Specify the from/to dates for the time off/leave allowance.
9. Should you wish to do so, you can leave any additional notes to specify why the employee has any adjustments etc.
10. Click/press the 'Save & Close' button.

Updating an existing holiday, personal day and sick day allowances

Follow the steps below to update an existing revision.

1. Navigate to the 'Workforce' area using the system menu.
2. Use the search to find the employee that you wish to update.
3. Click/press the 'Manage' button.
   • You can use the one in the right hand panel or the one in the list.
4. Once the employee record has loaded, go to the 'Time Off' tab, then go to 'Allowances' and expand the relevant time off/leave section.
5. Find the record you wish to update.
6. Click/press the down arrow next to the 'View' button and select 'Edit'.
   • Alternatively, you can also click/press 'View' then open the editor from there.
7. Make the required changes.
8. Click/press the 'Save & Close' button.

Revising holiday, personal day and sick day allowances

Follow the steps below to create a new revision.

(Creating a new revision will copy the details from the selected revision, minus the effective (from/to) dates which will be adjusted accordingly.)

1. Navigate to the 'Workforce' area using the system menu.
2. Use the search to find the employee that you wish to update.
3. Click/press the 'Manage' button.
   • You can use the one in the right hand panel or the one in the list.
4. Once the employee record has loaded, go to the 'Time Off' tab, then go to 'Allowances' and expand the relevant time off/leave section.
5. Find the record you wish to revise.
6. Click/press the down arrow next to the 'View' button and select 'New Revision'
7. Make the required changes.
8. Click/press the 'Save & Close' button.

Deleting holiday, personal day and sick day allowances

1. Navigate to the 'Workforce' area using the system menu.
2. Use the search to find the employee that you wish to update.
3. Click/press the 'Manage' button.
   • You can use the one in the right hand panel or the one in the list.
4. Once the employee record has loaded, go to the 'Time Off' tab, then go to 'Allowances' and expand the relevant time off/leave section.
5. Find the record you wish to delete.
6. Click/press the down arrow next to the 'View' button and select 'Delete'.
7. When prompted, click/press the 'Delete' button on the confirmation dialog.