Time-Off Plans

Use Time-Off Plans to add, edit, or remove time-off plans.

Add

1. Click HR Setup | Customizable Options | Time-Off.

2. Click Add New Time-Off Plan.  The Time-Off Plan Setup screen displays.

3. Complete the applicable fields to create the plan.

4. Click Next.

5. Review the accrual schedule; click Next when ready.

6. Continue selecting and completing the fields as appropriate on the remaining screens.

7. Click Next to proceed.

8. Click Done.

Edit

1. Click HR Setup | Customizable Options | Time-Off.

2. Click the Plan Name you wish to edit.

3. Click Edit. The Time-Off Plan Setup screen displays.

4. Edit the applicable fields.

5. Click Next.

6. Repeat steps 4 and 5 (if necessary) until all edits have been made.

7. Click Done.

Remove

1. Click HR Setup | Customizable Options | Time-Off.

2. Click the Plan Name you wish to remove.

3. Click Remove.

4. Click OK to the pop-up message.