Create a new Time Off Type

To create a new absence type, follow these steps:

• Settings
• Time off types
• Large **plus **icon

Individual parameters:

• Name - This field is mandatory. Enter the full name of the time off type (e.g., Vacation, Sick Leave).
• Short Name - This field is mandatory. Enter a short or abbreviated name for the time off type.
• Pay Code - Enter the pay code associated with this time off type if applicable.
• Note - Enter any additional notes or descriptions related to this time off type.
• Accrual - Check this box if the time off type should accrue over time.
• Convert Overtime to Time Off - Check this box if overtime hours can be converted to this type of time off.
• Unit - This field is mandatory. Select the unit of measurement for the time off (e.g., day, hour).
• Paid Time Off - Check this box if this type of time off is paid.
• Non-deductible Time Off Type - Check this box if the time off type should not be deducted from the employee's balance.
• Annual Allowance (in days) - This field is mandatory. Enter the total number of days allowed for this time off type annually.
• Period Limit - Check this box if there is a limit to the number of times this time off type can be taken in a specific period.
• Count Time Off in Working Days - Check this box if the time off should be counted only on working days.
• Annual Balance Starts Each - This field is mandatory. Select the month when the annual balance for this time off type resets.
• Enable PTO Carryover Capping - Check this box if there is a limit to the amount of time off that can be carried over to the next year.
• Carryover Limit - Enter the maximum number of days that can be carried over if PTO carryover capping is enabled.
• Expires In - Enter the number of days after which the carried over time off will expire.
• Enable Negative Time Off Balance - Check this box if employees are allowed to have a negative balance for this time off type.
• Allow Daily Duty Overflow - Check this box if employees can use this time off type for daily duty overflow.
• Does Not Need Approval - Check this box if this time off type does not require approval from a manager.
• Allow Employee to Cancel Approved Time Off - Check this box if employees are allowed to cancel approved time off of this type.
• Visible to HR Manager Only - Check this box if only HR managers should see this time off type.
• Show in Summary - Check this box if this time off type should be included in the summary reports.
• Country - Select the country where this time off type is applicable.
• State - Select the state or region where this time off type is applicable.
• Active - Check this box if the time off type is currently active and can be used.
• Mandatory Attachment - Check this box if an attachment (e.g., medical certificate) is required when applying for this time off type.
• Add Downloadable Formular - Check this box if you want to provide a downloadable form that employees can fill out when requesting this type of time off.
• Allow HR to Adjust - Check this box if HR managers are allowed to adjust the balance or details of this time off type.

Updated on: 13/06/2024