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
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
Enter the Time-Off Type Name
Select if it is a Paid Leave Option
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
Entries for adding and editing accrual rates and balances.
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
Leave Type : Select Available Time-Off Type
Annual Start Date : Enter Annual Accrual Date (Usually Hire Date)
Annual Accrual : Set the rate for Automatic Accrual (will split based on the pay periods)
Annual Rollover : Amount the system will allow to Rollover Annually
Carried From Before : Number of hours that are carried over from before using TripLog ( this is a one-time entry )