Welcome back to Tip Tuesday! This week we will be talking about the tips and tricks to using Time Off Ledgers.
In order to view a time off ledger there are two crucial items to sort by: employee and Time Off Account. Time Off Accounts are the accounts you can create that employees can select when taking time off from work. For example, you may want a time off account for when employees are sick. You could create a ‘Sick’ Time Off Account so that employees can use their free sick days when they need to call in. In the Time Off Ledger, admins and managers can add a certain amount of days to each employees yearly ‘Sick’ days by clicking on the ‘Add new transaction’ button and filling in the information.
The intended purpose of a Time Off Account is to feed into what’s called the Time Off Ledger. The Time Off Ledger is a sort of “bank account” for your employees. It displays the time off they’ve taken subtracted from the time off days they may have received or built up over time. One thing to keep in mind is that even if you don’t give your employees time off, using Time Off Accounts and the Time Off Ledger is a very easy and quick way to track time off without having to run a report. Since it gives a break down by employee and time off account you can see all your information organized nicely in one place!
In order for the Time Off Ledger to correctly account for days off, you have to make sure to include a value in the Hours Per Day section in the Time Off tab of the user record. See picture below:
Without this value, the system will not be able to calculate the number of days you have taken off.
With all of these settings in place, you should be able to set up and use the Time Off Ledger. That’s all for this week’s Tip Tuesday post! If you have any questions regarding this topic feel free to email us at firstname.lastname@example.org or call us at 866-846-3123. Make sure to check back next week for more tips and tricks for using WorkSchedule.Net!