New Time Off Types
To add a new Time Off Type:
While in ‘Administration’ select the ‘Time Off Types’ tab.
Click the ‘Add Time Off Type’ button.
Set the ‘Name’ of the Time Off Type
Note: This will be the name used for the Time Off Calendar Report.
Select if the Time Off Type should ‘Show on the Time Off Report'.
Set the ‘'Time Off Report' type
For example; Vacation, Sick, PTO, Comp, or Flex.
Select if this Time Off Type should ‘Show on the Summary Report’.
If applicable: Set the ‘Summary Report Display Order’.
Set ‘Exclude From Summary Report Totals’.
If this is set to ‘Yes’ the Time Off Type will still display but would not be added to the totals.
Set the Calendar Highlight Color.
This must be set if the Time Off Type needs to show on the 'Time Off Calendar Report'.
Click ‘Add this Time Off Type’.
Add the Time Off Type to an option for the timesheet
While in ‘Administration’ select the ‘Activity Overhead Codes’ tab.
Click the ‘Add Activity Overhead Code’ button.
Select the ‘Activity Overhead Type’ for the new Activity Overhead Code to display under.
Name the Activity Overhead Code
This is what employees will see on their timesheet for selection.
Verify that ‘Valid’ is set to ‘Yes’.
If this is set to ‘No’ this will not display.
Link the ‘Accounting Code’ that this Time Off Type relates to.
If an accounting code needs to be set up it can be done by following these instructions.
Link the ‘Labor Code’ that this Time Off Type relates to.
If a labor code needs to be set up it can be done by following these instructions.
WISCONSIN CUSTOMERS - Link the ‘Project’ that this Time Off Type relates to.
If a project needs to be set up it can be done by following these instructions.
Select the applicable employees for this code.
If employees are not selected this will show for all.
Or select the Group/Teams this code is applicable for.
Click ‘Add this Activity Overhead Code’.