Administrators / Executives / Company Settings / Explore Your Batch Tools / Add/Edit Employee Time Off Settings
0:00 Setting up Time Off Day Label Settings (deciding what types of time off you want employees to track and if any of them allow carry-over from year to year for unused time off)
1:36 Setting up Time Off for an Individual Employee in their Employee Profile (Employment Tab).
4:55 Setting up Time Off for All or Multiple Employees using Batch Time Off Setup in Settings.
1:36 Setting up Time Off for an Individual Employee in their Employee Profile (Employment Tab).
4:55 Setting up Time Off for All or Multiple Employees using Batch Time Off Setup in Settings.
- Click on the SETTINGS tab (gear shape) in the top menu.
- In the left Settings Menu, click on the blue TIMEOFF SETUP button under Batch Tools.
- Scroll to the employee(s) you want to edit.
- Edit their "Starting Values" to reflect the amount of each time off type that they have remaining for the rest of the year.
- Edit their "Accrual Rates" to reflect the amount of time off that the employee earns annually.
- Click the blue SAVE EMPLOYEE TIMEOFF button under said employee to save your changes.
- Note: This tool will only save a single employee at a time. It will display a green "timeoff saved success" message after each successful save you make.
