Creating a Time-Off Plan

To create a time-off plan:

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

2. In the Name field, enter a name for the time-off plan. This name appears whenever you need to select a time-off plan, such as the employee record. Name the plan so that you or someone else in HR can easily select the right plan to assign to each employee.

3. To show forecasted accruals for the year in days available to an employee, check the Days Available Includes Future Accruals for the Year box. To show only time off that employees have accrued so far, leave it unchecked.

4. In the Start of Entitlement Period list, select when the entitlement period starts. For example, if employees are entitled to 15 days, and if April is selected, the entitlement period starts April 1st.

5. If necessary, select a Subsidiary, Class, Department, or Location. You can assign this plan only to employees who are associated with the department, class, location, and subsidiary you set here. If you don't set any of these, this plan can be assigned to anyone.

6. Click Save.

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