Time Off tab

The Employee Time Off tab allows you to perform the following actions:

  • In the Balances section, review the accrual (time off) policies in effect in the Jury Duty, Sick, Vacation, and Vacation Union fields. Typically, these policies are assigned automatically while you configure settings and perform assignment processes in other modules. If accrual policies are available, the text following the label Accrual Policy is hyperlinked. You can select the hyperlinked text to:
  • Assign a different accrual policy. You manage the available accrual policies in Time Off > Configuration > Time Off.

  • Override default negative bank settings for this employee. Default negative bank settings are set up on time off policies in Time Off > Configuration > Time Off. To set an exception to the default for this employee, do the following:

    1. Set the Override Default Negative Bank field to Yes. The Allow Negative Bank field appears.

    2. Select one of the following options to apply to this employee:

      • Allow: Employee can go into negative with no limit.

      • Allow with threshold: Employee can go into negative within the threshold set in the Negative Bank Threshold field that appears.

      • Don't Allow: Employee cannot go into negative.

    3. If you selected Allow with threshold, enter a negative value to specify the maximum value into negative allowed (for example, you could enter -2.0).
    4. Select Save.

  • In the Time Off Details section, you can view history related to a specific time off type and year using these steps: 

    1. Select a value from the Time Off Type drop-down list.
    2. Select a value from the Year drop-down list.
    3. View accrual history for the selected time off type and year on the Earned/Used tab.

    4. View request history for the selected time off type and year on the Requests tab. This tab displays requests that have been submitted, requests that have been approved, and requests that have been cancelled after approval. Time stamp data is also available which shows the date and time when submissions or cancellations occurred.

      Note:  The features that allow you to view requests that have been cancelled after approval and to see timestamp data were released in October 2020. This data does not appear for historical requests submitted or cancelled prior to the addition of these features.