A Super Administrator or Administrator has the rights to add or manage Time Off Types in FLOW. |
What is a Time Off Type?
Time off types represent categories of time off where you want to track accruals and withdrawals. For example, you can set up time off type to track sick time, vacation time, personal leave, etc. When employees want to take time off, the withdrawal is booked against a corresponding time-off type. Available balances are tracked in dollars and/or hours.
When recording time off for an employee, you select a shift 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.
The article covers the following topics to add or manage a Time Off Type:
To add or manage a Time Off Type
Time Off Types can only be created in Account Settings.
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Click your profile photo and select “Settings”. FLOW loads the Settings Page.
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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.
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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.
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 displays the Time Off Type: Editing Time Off Type details pane -
Enter/edit the Time Off Type field details:
- 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
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Click Save. The Time Off Type appears in the main pane.
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Note: 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 Managing Employee Time Off Balances for more information
Time Off Type Options
Click the three-dot (…) icon in the right pane and select from the Time Off Type options menu
From here, you can:
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Add a User Defined Field (UDF)
See Creating and Managing a User Defined Field (UDF) -
Delete Time Off Type: If a Time Off Type is created in error or unnecessary, you can delete it.
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Archive
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Unarchive an Archived Time Off Type
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