Administrators / ​Executives / Directors / ​Manage Employees / Explore the People Section / Set Time Off (Vacation/Sick Days, etc) for an Employee

• Go to the PEOPLE section.
• Click on the name of the person you want to add allocated vacation/sick days for.
• Click into the EMPLOYMENT section.
• Click on the green EDIT DETAILS button.
• Scroll down to the TIME OFF section. This is a space to add data points for time-off accruals, including historical information to have the system generate various related reports.
• 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 the SAVE EMPLOYEE button.