This guide will show how to use the Time Off Management module on Timeclock365.
If you’d like to add it to your account, go to “Billing” -> “Subscriptions” -> Choose “Yearly” -> Increase to 1 the “Time off balance management modules” (this is for the entire company regardless of the amount of users)
Step 1: Enable
To track the time-off balance:
Go to “Settings” -> “Company profile” -> “Absence types” -> Check the boxes “Advanced settings in contract” and “Advanced settings in user card” on the types of absences you need ->”Update”.
If you’d like to set an upper limit on the amount of days per month/year fill in the “Annual /Monthly limit of days”.
Step 2: Configure
2.1 Configure accrual schedule per contract:
Go to “Settings” -> “Contracts” -> Choose a contract -> Scroll down to “Time off settings” -> Fill in the accrual schedule
2.2 Configure accrual schedule per employee:
Go to “Users” -> select a user -> Scroll down to “Time Off Balances” -> if needed, change the accrual schedule per that employee. For example, if you want the employee to accrue 1 day per month, write “1” and select “month”
To top-up the balance, click “settings” -> “Add new update” -> insert the date of the change and the number of days.
Step 3: Download the Report
Go to “Reports” -> “Time off balance report -> Select the employee(s), period, type of absence -> “Download”.
You can also view the accrual and usage history by employee by specifying the period you want to see. Uncheck the “Specify period” box and select a range of dates you want to see.
Step 4: Time Off Calendar
This screen let’s you view the time off requests across the company, group(s) and more, in order to manage the employees more effectively.