Creating and Managing Time Off Types in Settings

What is a Time Off Type?

Time off types represent the categories of time off employees are allowed to take. For example, you can set up time off type for sick time, vacation time, personal leave, or jury duty. Time-off types are assigned to employees. When users want to take time off, they book it against a time-off type. Available balances are tracked in dollars and/or hours.

When booking time off for an employee, you select the date and time off reason (i.e. pay code) for the absence. If the reason indicates a withdrawal from a time-off type, FLOW checks the employee’s time off balances to ensure sufficient time is available.

To create/manage a Time Off Type:

Time Off Types can only be created in Account Settings.

1. Click your profile photo

2. In the drop-down menu, select “Settings”. FLOW loads the Settings Page.

3. In the left Sidebar, select Time Off Type. The configured Time Off Types will appear in the Main Pane and a pane will also appear on the right-hand side of the main pane.

4. To add a new Time Off Type, click the + Add Time Off Type button on the main pane.
   The Time Off Type right pane appears. Go to Step 6.

   

    

5. To edit a Time Off Type, click the pencil (edit) icon in the bottom left corner of any of the Time Off Type cards. The Right Pane will now display the Time Off Type: Editing Time Off Type details pane

6. Enter/edit the Time Off Type field details. See list of fields below.

7. Select the Save Button
   Once the Time Off Types are configured, set the opening balances for each employee by posting accruals (opening balances) directly in FLOW to each employee's time-off types. See the Time Off Requests section for more information

8. To cancel any changes made to the Time Off Type click Undo or press Esc.
   This Clears any changes made to the Edit Time Off Type details pane and reverts all fields to their original values for future editing.

Time Off Type Fields

Name: A descriptive Name for the Time Off Type

Code: An identifier to uniquely identify the time off type.

Tag(s): Tags make time off types easier to find or refer to later in rule tables

Track Amounts: If your Time Off Type tracks Dollars, toggle this option On.

Track Units: If your Time Off Type tracks Hours, toggle this option On.

Withdrawal Reasons: Specify All reasons that will withdraw from this Time Off Type. To create a new reason please refer to either Creating and Managing Reasons in Settings or Creating and managing Reasons

Time Off Type Actions

To take action on a Time Off Type:

• Click the three-dot (…) icon in the right pane and select from the Time Off Type options menu

  

From here, you can:

1. Add a User Defined Field (UDF)
   See Creating and Managing a User Defined Field (UDF)

2. Delete Time Off Type (future)

3. Archive

4. Unarchive
   
   

 Delete Time Off Type (future)

If you create a Time Off Type in error or decide it’s unnecessary, you can delete it.

To delete a Time Off Type from the right pane:

1. Click the three-dot icon from the right pane

2. Select Delete Time Off Type (not currently enabled)

Archive 

1. Click the three-dot icon from the right pane

2. Select Archive
   A Toast message appears that the Time Off Type has been successfully archived

Unarchive 

1. Click the three-dot icon from the right pane

2. Select Unarchive
   A Toast message appears that the Time Off Type has been successfully unarchived