Last modified by: Inclusion Support -

How do I schedule someone for vacation, training or overnight sleep hours? (Allocate a paycode)

To track cost for training or for time off such as vacation, or sick time you can schedule a shift to have an allocation, using pay codes, for an entire or part shift.  To learn more about pay codes click here.

  • Edit or create a new shift
  • Click + Add new record in the Pay Code section on the right side of the Edit Shift window.
  • Choose a pay code.  For time off where an employee has an accrual or bank of hours check the Time Off box.
  • Choose Create Vacant Shift if you want to automatically create a replacement shift for same time.
  • Enter the number of hours to be allocated; note you can only enter up to the length of the shift.
  • Click Insert or, Update if you are editing an existing allocation.

 

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(If you are viewing the animation on a mobile device, rotate it and hold lengthwise for better view)

 

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