Assigning a Time-Off Plan to an Employee
When the Time-Off Management feature is enabled, a Time-Off subtab is added to your employee records. From here you can assign a time-off plan to your employees and then look up their current time-off balances. Employees assigned to a time-off plan can submit time-off requests and look up their balances from the Employee Center. The requests are for the time-off types they are eligible for, based on the rules defined in their plan.
Before assigning a time-off plan to an employee:
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If you have not done so already, create an employee record for employees that 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 have 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 does not 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 when you want to start time-off calculations for this employee. The date is used to determine which time-off rule applies to the employee based on how long that employee has been with the company. This is different from the hire date on the employee record. This date lets HR manage when time–off milestones are reached for each employee.
For example, your company acquires another company. You might want to use the date that the acquired company’s employees started working, rather than the date of the acquisition.
Note:If you change an employee’s start date after the employee has been assigned to a time-off plan, note the following. 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 are not 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 no work calendar is selected, 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.