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. 





    • Related Articles

    • Adding Holdover Hours to Assignments

      Purpose To explain how to add Holdover Hours to entire assignments. Oftentimes employees are held-over at the end of shift due to an incident. Adding Holdover Hours allows the department to document this for accurate reports and payroll purposes. ...

    • Placing Individuals on Leave from the Shift Board

      Purpose To explain how to place individuals on leave from the shift board. Video Directions 1. Click on Scheduling >Shift Board. 2. Drag the user that you are putting off to the time off section of the scheduling deputy. 3. You can also right click ...

    • Sending Shift Reminders

      Purpose To explain how to send shift reminders. 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 Sending Reminders Navigate ...

    • Adding Notes to the Shift Board

      Purpose To explain how to add notes to the shift board. 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 Directions 1. Click ...

    • Call Shift Settings Overview

      Purpose To give a overview on Call Shift settings. Video Directions 1. Click on Scheduling > Setup. 2. Click on Call Shift Rules. 3. Click on Settings. 4. Here you can: Toggle on or off the candidate method. Toggle on the ability to manually charge ...