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Time off - Leave Management
Time off - Leave Management

How to enable and use the PTO/ Time-off Feature in TripLog

Updated over a week ago

Enable PTO/Time-Off

Using the Time-Off feature in TripLog requires the Time module. Please refer to the pricing page for current pricing and features. To enable to Time module go to Manage Settings and Customization and Select Time Tracking, be sure to Save Settings

Setting Up PTO

Navigate to the Manage Settings page (Hover on Manage and Choose Settings)

Select Time Policies form the Left Menu

Select Enable Time-Off

TripLog PTO Settings

Configuring PTO Settings

Select the Pay Period Frequency (Weekly, Biweekly, Semimonthly or Monthly)

Select the Pay Period Start Date (Recommended setting is first Pay period of the fiscal year.

Add a Time-Off Type that will be available to use. These will be the selectable and viewable activities on the Time Clock (Examples PTO, Sick Time or Vacation)

Check the Box if the Leave Type will be Paid. This will require configuration on the user Profile under Manage Users to add available leave to the user or how they will accrue.

Set the Frequency

Enter PayPeriod Start Date

Entering Time-Off Types

  1. Enter the Time-Off Type Name

  2. Select if it is a Paid Leave Option

  3. Choose to Enable/Disable the item

Configuring the User Profile

To Configure User Specific Time-Off Accrual Rates and Balances Navigate to Manage > Users > Select the User > Select the TIME Column

Time-Off Schedule

Entries for adding and editing accrual rates and balances.

Time-Off Balance

Displays current Balances by Type and number of hours that are already paid out.

Adding New USER Time-Off Schedule

Click the Add to create a new Time-Off entry.

On the Left is a new Type Entry and on the Right is a Type Edit Entry window

  1. Leave Type : Select Available Time-Off Type

  2. Annual Start Date : Enter Annual Accrual Date (Usually Hire Date)

  3. Annual Accrual : Set the rate for Automatic Accrual (will split based on the pay periods)

  4. Annual Rollover : Amount the system will allow to Rollover Annually

  5. Carried From Before : Number of hours that are carried over from before using TripLog ( this is a one-time entry )

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