Overview: Administrators can set up as many paid or unpaid time off earning codes as needed from the Buddy Punch website. When employees request time off, they can select from any eligible time off earning codes assigned to their profile.
Important! Only Administrators have permissions to set up time off.
Instructions:
Enable Time Off
Enable Time Off
1. To enable time off, start by clicking Settings --> Time Off:
2. Check the box next to Allow Employee Time Off and Save when done:
Note: Want employees to earn time off automatically based on their hours worked, per pay period, or annually? Learn more about accruals here.
Setup Paid or Unpaid Time Off
Once time off has been enabled, a new Time Off Earning Codes section will be available in the left-hand menu.
1. In the Time Off Earning Codes section, you'll find some common time off earning codes pre-populated. These default earning codes can be Deleted or Edited as needed:
2. New earning codes can be added by clicking the +Add a New Time Off Earning Code button:
3. Whether you Edit a default earning code or Add a New Time Off Earning Code, you can set the:
Name - what the employee will see and select when requesting time off
Abbreviation - displayed in the below areas of the system:
Active status - only Active earning codes are visible to employees when submitting requests.
Employees can add time off with this code - whether employees are allowed to select this code for a time off request. When unchecked, managers and admins can only add time off under this code on the employee's behalf.
Pay type - whether time off will be paid or unpaid for this code.
Employee assignments - only the selected employees can have time off entries on file under this code.
4. Save any changes when done and you'll be taken back to the Time Off Earning Codes section on the Time Off page.
FAQs
Q: Is time off included in overtime calculations?
A: No. By default, time off is excluded from overtime calculations. If you want to include time off in overtime calculations, please reach out to the Buddy Punch Support team here.
Q: Can employees view time off for other employees?
A: By default, employees cannot view time off for others. If you would like employees to see each other's time off requests, you can follow the steps here.
Q: Why don't I see any time off balances for my employees after I've enabled the time off feature?
A: Time Off and Time Off Accruals are two different features within the system. Once time off has been enabled, if you would like to track or limit employee time off balances, you'll need to enable time off accruals by following the steps here.
Q: What if I want to track time off, but not allow employees to enter their own requests?
A: If you'd like to track time off but prevent employees from entering their own requests, you'll want to be sure that the "Employees can add time off with this code" box is unchecked under each time off code's settings. Any time off codes with this box unchecked can only be used on time off entries that are submitted by the employee's manager or an account admin.