You can add time off from within the Schedule or the Timesheets tab.
On the top right is where you can add a Time Off Shift.
When you select Add Time Off Shift, the below pop-up appears. Once you select a user, you then can select which Type of PTO. Depending on the PTO types, you may see PTO, Vacation, Sick, etc. There will always be a Do Not Schedule option.
Do Not Schedule doesn’t take away from any PTO bank. It’s just a reminder that that user cannot work that day.
For example, there’s a Front Desk Agent that has a doctor’s appointment, you can add a Do Not Schedule shift in place of that day should they not be available.
Once the details are added, you can either add additional days or times, or select Add Time Off to add this to the schedule.
The schedule will show similar to below:
Unpaid Time Off is used to reduce a salaried employees regular hours or pay, because they did not or were unable to work the required hours, and the employee does not have PTO hours available.
To add UTO hours, in Schedule or Timesheets, select the Add Time Off button on the top right:
Once you enter the employee's name, select UTO from the Type drop down.
Then enter a reason and the dates/times needed for UTO then Add Entry to save these changes.
Rules:
UTO can be added only for Salaried employees.
UTO cannot be added, if a user is punched in but not punched out for the day.
UTO can be added if Actual time (Punch In & Punch out) is done for the day. PTO + UTO cannot be more than 8 hours in a day for Salaried employees.