Entering a Calendar (Time Off) Through the Add Calendar Screen

When you select the Add Calendar option, a screen opens where you can submit a calendar request. A calendar is a scheduled activity, typically nonproductive, where an employee is not clocked in and working, such as vacation, sick, jury duty, or bereavement.

To enter a calendar, complete the following steps:

1. In the toolbar, click Employee.

   • To open your own record, in the Actions area click My Time Card.

   • To submit a request for another employee, search for the employee's record using the Employee Search screen.

   The Time Card Screen opens.

2. In the Employee Actions area, click Add Calendar.

   The calendar entry screen opens.

3. Configure the General tab.

   1. In the Date field, enter the date the entry will take place.

   2. In the Pay Code field, enter the code representing the type of activity, such as PTO, VAC, or SICK.

      Tip:  

      If you are submitting time off for yourself, a Time Off informational message appears by default if other employees have overlapping time off. As you enter time or hours for the calendar entry, the number of overlapping employees updates based on these filters. Click the link in the message to show a list of the employees.

   3. Configure the following three fields as needed; whether the fields are required is based on the pay code selected.

      1. In the Time field, enter the time (in 24-hour format) the entry will begin.

      2. In the Hours/Units field, enter the length of the transaction.

      3. In the Amount/Dollars field, enter the dollar value associated with the transaction.

   4. Optional. Enter any other field values that you want to configure differently than the selected employee's Primary Home Labor Distribution.

      Tip:  

      If Quick Codes have been set up for the employee, enter a Quick Code to assign the calendar to a different labor distribution.

   5. Optional: In the Requested Reason field, enter an explanation for the calendar request.

4. Optional. Click the Attendance+ tab.

   If the calendar should be tracked for attendance purposes, such as an excused absence, click a tracking category and select a value from the lookup table.

5. Optional. Click the Notes tab.

   Add a note to provide more information about the calendar request.

   • To add a predefined note, click the Predefined Note Code field and select a value from the lookup table.

     The Subject and Text fields are automatically filled in. Depending on the note, you may still be able to edit these fields.

   • To add a custom note, enter text in the Subject and Text fields.

6. Click Save.

   WARNING!  

   Warning: If you want to create a schedule entry from this calendar, do not save the record until you complete the Pending or Published calendar screen. For more information, see Entering a Pending or Published Schedule.

   Note:  

   Depending on the roles assigned to the employee, a supervisor may need to approve the request.