Description: In this topic, the user will learn how to add and edit an Accrued Time Off entry in the web portal. The accrued time off entry feature allows employees to claim paid time off against an hourly authorization if the client is authorized to pay employees for time off.
*Please note:
Accrued Time Off is an instance-level setting that may not be available to all organizations/employees
Entered via web portal or mobile web only (not mobile app)
Role Required: Employee (base user)
Permission Required: N/A
FI Mode Only
Add an Accrued Time Off Entry
Log in to web portal
Click the blue Add Entry button on the dashboard
Complete the Add New Entry form wizard
Entry Type: Punch is the Default. Select Accrued Time Off from the drop-down.
Please note: This option may not be available for all organizations/employees
Employee Name: Auto-populates the name of the employee logged in
Account Type: Hourly
Client: Type and select the client from the list who is authorizing the paid time off
Service Code: The service code(s) authorized for the client to pay employee time off
Service Date: The date the accrued time off was taken
Amount: The amount of accrued time off used, entered as up to two whole integers and up to two decimal places (i.e., 10.25).
Notes (optional): Enter notes per organizational requirements
Attachment (optional): Click the Choose File button to add an attachment
Click Save and Yes to confirm
Edit an Accrued Time Off Entry
Log in to web portal
Click Home on the main menu
Click Entries on the submenu
Click anywhere on the entry line
Click Actions
Select Edit Entry from the drop-down menu
Edit fields as needed in the Edit Entry form wizard
Click Save and Yes to confirm
The original punch status changes to Rejected. A new punch with the updates is generated in Pending status and will have a Ref. Entry # listed linking it to the original, edited punch. To view the original and new punch, select Entries on the submenu.
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