Batch Time Off Settings

Batch Tools are now also accessible from the Left Menu within the People section.

Step 1: Verify Settings

Click on the SETTINGS tab (gear shape) in the top menu.
Go to General Settings
Ensure all desired types of time off are enabled by scrolling down to Time Off Settings and using the toggles on the left side of a desired type.
If any type of time off allows carryover/rollover:
- Set Enable Carry Over to "Yes."
- Enter the maximum number of days allowed in the Max Days Carry Over column.

Step 2: Enter Time Off for Employees

Navigate to Settings > Batch Tools > Time Off > Time Off Set Up.
Set up time off for each employee individually. Follow these steps for each:
Accrual Rates
- Enter the As Of date (e.g., January 1, 2025, or a mid-year start date such as June 5, 2025) to start tracking for the year.
- If a maximum number of days/year applies for any type of time off, enter it in the respective field. Leave blank if no maximum exists.
Starting Values
- For January 1 Start:
  - Enter the total annual allotment of vacation and sick days.
  - Example: If the employee is allocated 15 vacation days and 5 sick days per year, enter:
    - Vacation Days Starting Value: 15
    - Sick Days Starting Value: 5
- For Mid-Year Start (e.g., June 5):
  - Enter the remaining time off the employee has left as of that date.
  - Example: If the employee starts tracking on June 5, 2025, and has 11 vacation days and 4 sick days left for the year, enter:
    - Vacation Days Starting Value: 11
    - Sick Days Starting Value: 4
Click Save Employee Time Off before moving to the next employee.