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  1. Click Time Off Types from Payroll module.
  2. If there are no time off types yet, new Time Off Types screen will be displayed directly. Otherwise, a list of existing time off types will be displayed.
  3. Click New toolbar button.
  4. Set the value of the following fields:
    1. Time Off ID
    2. Description
    3. Award On
    4. Rate (Hours)
    5. Per
    6. Period
    7. Max Earned
    8. Max Carryover
  5. Click Save toolbar button to create time off type.
  6. Newly created time off type should appear in the grid.

 

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  1. From Payroll module, single click the Time Off Types.
  2. If this is the first record you are to create, it will open directly the Time Off Types screen where you can add the Time Off. Otherwise, it will open the Time Off Type screen where existing Time Offs are displayed. Click the New toolbar button to open new Time Off Type screen.
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  3. Fill in the Time Off information.
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    1. Time Off Id

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    1.  is a unique Time Off type which can be associated with Employee. This will drive how the Employee earns time Off days.
    2. Select

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    1. an Earning

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    1. ID by clicking the combo box drop down to which the Time Off will be associated. 
    2. In

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    1. the Description

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    1.  field, enter the Time Off description.
    2. Enter or select

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    1. the Eligible Date

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    1.  by clicking the mini calendar button. 
    2. Enter

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    1. the Rate (Hour) PerPeriod. The Rate is the amount of time accrued and Per Period is the Amount of accrual period needed to accrue the specified accrual rate.
    2. Select

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    1. the Award On

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    1.  by clicking the combo box drop down. This is the time interval required to award the accrued hours.
    2. Enter

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    1. the Max Earned. This is the maximum number of hours that the Employee is entitled to.
    2. Enter

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    1. the Max Carryover. This is the total number of hours that the Employee has left over from the prior year and will be carry over to the next calendar year.
  1. Click

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  1. the Save

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  1.  toolbar button to save the added Time Off Type.
  2. Click

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  1. the Close

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  1.  toolbar button to close the Time Off screen

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