Adding Holdover Hours

Adding Holdover Hours

Purpose

  1. To explain how to add holdover hours for when individuals work past their scheduled time. 
IMPORTANT: Personnel and Scheduling modules have split. This article and video tell you to access the Personnel Module. You should instead access the Scheduling Module. 

Video 




Adding Holdover Hours

  1. Navigate to Personnel>Shift Board



  2. Next, right click the individual who you need to add holdover hours to

  3. Select Add holdover hours



  4. A pop-up will appear, allowing you to add:
    1. Duration
    2. Work Type
    3. Work Subtype
    4. Project Codes
    5. Notes




    6. NOTE: Only the Duration and Work Type are required to be documented. 


  5. Type in the necessary information and select save



  6. After you click save, the holdover hours will appear to the right of the individuals name, along with the short-code of the work type you selected.
    1. In this case, I selected an Overtime (OT) work type.  

Editing Existing Holdover Hours 


  1. Select the hours to the right of the individuals name


  2. Here, we can edit:
    1. Duration 
    2. Work Type
    3. Work Subtype
    4. Project Code
    5. Notes

        

    6. Once done updating we can select save
      1. The holdover hours will update next to the individuals name



    7. Or we can select delete to remove the holdover hours from the individuals record. 





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