1. Employee Management
  2. Employees
  3. Time-Off Management
  4. Time-Off Management Setup
  5. Time-Off Types
  6. Creating a Time-Off Type

Creating a Time-Off Type

Use the following procedure to create a time-off type.

To create a time-off type:

  1. Go to Setup > HR Information System > Time-Off Type > New.

  2. In the Name field, enter a unique name for the type. This name appears in time-off lists for requests, plans, and changes.

  3. In the Display Name field, enter how you want the name to appear to employees. For example, you might have different types for different subsidiaries, departments, or locations, but you want them to look the same to everyone.

  4. To track only the usage of this time-off type (with no entitlement or balance), check the Track Only box. For example, you can use this if your company offers unlimited sick days.

    If you change a time-off type to track only, NetSuite stops calculating future accruals. All previous balance entries stay saved and appear in the time-off changes record. For more information, see Viewing an Employee’s Time-Off Balance.

  5. If you are using SuitePeople U.S. Payroll, select a Payroll Item. For more information, see Time-Off Management Integration With SuitePeople U.S. Payroll.

    Important:

    Each time-off type can be associateed to only one payroll item, and it must be an Earning type. For more information, Setting up Payroll Items to Work With Time-Off Management.

  6. In the Minimum Increment and Increment Unit fields, set the smallest amount of time off allowed for this type. Requests must be at least this amount and in multiples of it. Leave it at zero or blank to let employees enter any value.

    For example, employees must take time off in half-day increments. Set the Minimum Increment field to 0.5, and then, from the Increment Unit list, select Days.

  7. To associate this time-off type with a specific project, select the project from the Project list.

    When you create a project to associate with a time-off type, consider the following:

    • If you select Limit Time and Expenses to Resources, employees must have Project Resource checked on their record to track time.

    • If you select Allow Time Entry and Classify Time as Exempt on the Preferences subtab, employees can track time against a project even if Project Resource isn't checked.

  8. To associate this time-off type with a specific task on the project, select it from the Project Task list. When you create a project task to associate with a time-off type, enter a value in the Estimated Work field on the Project Task/Milestone page. If you don't enter anything in this field the project task is saved as a milestone. It doesn't appear in the Project Task list on the time-off type record. For more information, see Project Tasks.

    If you associate a time-off type to a project and task, reports for tracked time will include time-off entries.

  9. Use the color selecter to choose a color for this time-off type.

  10. Click Save.

Next, create the time-off plan and add the new types to it. For more information, see Creating a Time-Off Plan.

Related Topics

General Notices