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.
While leave balances can be entered in Time, Time will not decrement the leave balance when leave time codes are charged. Typically, leave balances are brought in through the interface from Human Resources systems that maintain the official leave balance. Once leave is charged, the Human Resources System provides DATABASICS Time with the new official leave balances.
To setup employee balances:
- Click on Admin
- Click on Organizations to expand it
- Click on Employee
- Find the employee you want by either
- Entering either their first or last name in the search box at the top next to the magnifying glass and the word Reset.
- Entering search criteria in the Advanced Search on the right hand side of the screen.
- Click on the employee.
- Click on Leave Balance.
- Click the Add button.
- In the Effective Date field, enter the effective date.
- In the Time Code Group field, choose the time code group that corresponds with this Leave Balance.
- In the Hours field, enter the balance hours.
- Click the Save All button.