Time Off Rules

Time Off Rules

Purpose 

  1. To explain Time Off Rules in the Scheduling  Module. 
  2. These rules allow you to set the maximum amount of individuals off per day. This can be as a Master Rule, or by Qualifier or Time Off type, or both.
  3. You can also set a number of employees that can automatically be accepted each day for the specific Time Off Type or Qualifier.  

Video 


Directions

1. Click on Scheduling > Setup.





2. Click on Time Off Settings.


Click on Time Off Settings.



3. Click on Time Off Rules.


Click on Time Off Rules.



4. Total Users will limit the total amount of individuals off each day, irregardless of other settings selected. 





5. Click on Add Rule.


Click on Add Rule.



6. Fill in the Time Off Types and the Qualifiers that will apply to this rule. 


Fill in the Time Off Types and the Qualifiers that will apply to this rule.



7. Type in the maximum allowed employees off per day. 


Type in the maximum allowed employees off per day.



8. If you want the system to automatically approve a certian number of individuals without administrator intervention, Check Auto approve.


If you want the system to automatically approve a certian number of individuals without administrator intervention, Check Auto approve.



9. Type in the number of individuals that can be automatically approved. This must be less than the total amount allowed off. When done, click Save. 


Type in the number of individuals that can be automatically approved. This must be less than the total amount allowed off. When done, click Save.



10. Click on Save in the upper right-hand corner. You're done!
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