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Admin can assign leave Time Code Group balances to employees. Also, balances can be assigned in the Time section of Admin Utilities. Before balances can be assigned to employees, both Time Code Groups and Time Codes must be created (see below). Clients choosing not to employ Time Codes will not be able to use the Balance functionality.

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  1. Click on Admin
  2. Click on Organizations to expand the menu.
  3. Click on Employee
  4. Find the employee you want by either
    1. Entering either their first or last name in the search box at the top next to the magnifying glass and the word Reset.
      1. Click Enter to retrieve the results
    2. Entering search criteria in the Advanced Search on the right hand side of the screen.
      1. Click Apply
  5. On the employee record at the far right hand, click on the Leave Balance link.
  6. Click on Add 
    1. Period Start Date* - Enter the start date of the period.
    2. Time Code Group* - Choose the time code group that corresponds with this Leave Balance.
    3. Starting Balance* - Enter the periods starting balance hours.
  7. Click the Save.

* Indicates a required field