Human Resources

HR personnel can assign PTO days and other time off allocations, including vacation days in Employee records.

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Define Employee Allocation

To allocate days for an Employee, complete the following steps:

1. Go to HR > Employee, and open the Employee record
2. Click the Employee > Schedule tab
3. Click the Days Off / Allocations grid ADD button
   • When prompted, enter the allocation details, including:
     • • Type, Start Date, End Date, Days Allowed, and Comments (optional)

      

4. Click Submit button
   • Notice the grid displays a row for the allocation just created