Setting Up Time-Off Hours ​

Setting Up Time-Off Hours ​

You can track non-worked hours activity as a “Time Off” bank of hours for each employee, such as vacation, sick, or personal business time.

Before you can manage Time-Off hours, you must first set up your payroll hours code as a “Time Off” code.  For help on how to add a new Hours Code, see How to Set Up Hours Codes in Patriot Software.

Adding an Hours Code to Track Time Off

You will see a “Track Time Off” column in your payroll Hours Codes list. Any active hours code marked “Yes” will be available for tracking allowed, taken, and available balances when you manage time off.

1. Payroll > Setting > Payroll Settings > Hours & Money Codes
2. Click Edit beside the hours code you want to track as Time Off, or add a new hours code.
3. Check the “Track Time Off” box.
4. Click Save Type.

 


After you have set up one or more hours codes to track time off, you will need to add hours to each employee’s balance so that when time-off hours are entered in their time cards, the hours will be subtracted from their available balance.   See Editing an Employee’s Time-Off Balance.

You can now Manage Time Off to view an employee’s activity showing hours available, hours taken, and the balance of hours.  See Managing Time Off.


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