Assigning a Time-Off Plan to an Employee
When you turn on the Time-Off Management feature, a Time-Off subtab is added to your employee records. From here you can assign a time-off plan to your employees and check their current time-off balances. Employees assigned to a time-off plan can submit time-off requests and check their balances in the Employee Center. They can request the types of time off they're eligible for, based on their plan's rules.
Before assigning a time-off plan to an employee:
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If you haven't already, create an employee record for employees you want to give access to time-off management. For more information about creating employee records, see Adding an Employee.
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Make sure employees can access to time-off management from the Employee Center. For more information, see About the Employee Center Role.
If you use SuitePeople U.S. Payroll in your NetSuite account, see Updating the Employee Record for Time-Off Management and Payroll.
Watch the following help video for information about assigning a time-off plan:
To assign a time-off plan to an employee:
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Go to List > Employees > Employees.
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On the Employees list, click Edit next to the employee you want to set up for time-off management.
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In the Supervisor field, select the employee’s supervisor. The supervisor receives any time-off requests that the employee submits.
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Click the Time-Off subtab.
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In the Time-Off Plan field, select the plan to assign to the employee. If the time-off plan doesn't appear, check that rules are assigned to the plan. For more information, see Time-Off Rules.
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In the Start Date for Time-Off Calculations field, enter the date you want to start tracking time off for this employee. This date helps decide which time-off rule applies, based on how long they've been with the company. It's different from the hire date and lets HR manage when each employee reaches time-off milestones.
For example, if your company acquires another company, you might want to use the date those employees started working, not the acquisition date.
Note:If you change an employee’s start date after assigning them to a time-off plan, all future accruals, carry over, and expiry are updated based on the new date.
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Click the Human Resources subtab.
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In the Work Calendar field, select a work calendar for the employee.
When a work calendar is selected for time-off management, it:
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tells the system which days are working days for the employee
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blocks out the days that aren't considered working days when an employee fills out a time-off request
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calculates the number of hours to deduct from the employee’s balance when a day is taken off
If you don't select a work calendar, the system assumes that the employee works eight hours a day, Monday to Friday, with no holidays. For more information, see Setting Up a Work Calendar.
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Click Save.