The Leave Management and Timesheets module can be integrated together to accrue time off allowance based on the amount of time logged via Timesheets.
📎NOTE: To be able to use this function you must have the following:
Active Leave management module
Active Timesheets module
Administrator access
Create a time off policy integrated with timesheets
⚠️CAUTION: These steps create a labour-based policy. After you create it, some settings in this policy are unable to be edited. Make sure you have everything how you want for this policy before you click Create or Save.
Click on your name on the top right, then click Settings.
On the settings menu, click Time off, then click Policies.
Click Add new policy.
Select to allocate based on time worked or accrue, then how often e.g. monthly.
Enter the amount employees will accrue based on the time they've worked.
📌TIP: Use decimals for higher precision.
Select to determine working days and working hours on Timesheets.
Select your reset date. This determines when the accrual cycle ends. This is when accrued days expire - unless you allow carrying over days into the next cycle.
Apply all your other time off policy settings, scroll to the bottom and click Create or Save.
Your employees now accumulate time off allowance based on the amount of work logged via Timesheets.
📎NOTE: Once the policy and timesheets have been configured for an employee, declining an already approved timesheet will take away the equivalent of accumulated time. Approving a timesheet will increase the time off balance by the appropriate value.
FAQ
When will the earned time off actually be allocated to the employee?
New time off is accrued for an employee when an employee's timesheet is approved by a manager. If the Timesheet is declined, the equivalent of the accrued time off will be taken away.
How can I see the history of accruals that were earned by my employee?
Every transaction triggered by Timesheets will be logged in Time off ledger report. To view this click Reports on the main menu, then Time off, then Time off ledger.
How to set up Timesheets for my employees?
If your employees do not have access to the Timesheets module yet, follow these instructions on how to set up Timesheets groups.
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