Time-Off Management Overview
The NetSuite Time-Off Management feature enables Human Resources to define and manage time-off plans according to company policies. Then, assign them to employees based on location, department, class, or with NetSuite OneWorld subsidiary.
This includes the ability to:
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Create a set of time-off types for the different categories of time off that your employees can take.
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Define the time-off rules that accommodate the different policies at your company.
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Configure how NetSuite handles changes to these rules at specific employee milestones.
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Set up eligibility and entitlement.
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Set up accruals based on a fixed amount per period or hours worked.
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Set up balance and carryover limits.
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Review and make adjustments to employees’ time-off balances.
Employees assigned to a time-off plan must have access to the Employee Center to submit time-off requests. Managers can review and approve time-off requests either from an email message or from the Employee Center. For more information, see Time-Off Management for Employees or Managers.
The Time-Off Management feature can be integrated with other features in NetSuite, including Time Tracking, SuitePeople U.S. Payroll, Projects, and Resource Allocations:
Time Tracking and Time-Off Management
The Time Tracking feature must be enabled to use Time-Off Management. If you use time transactions to track employee time and bill time to projects, NetSuite generates time entry records when a time-off request is approved. If you use SuitePeople U.S. Payroll, time usage is reflected in Payroll. You can view generated time entry records under the Time Tracking subtab of the employee record. For more information, see Time Tracking.
When the accounting preference Require Approvals on Time Records box is checked, time-off entries generated from approved time-off requests cannot be edited. This preference is located on the Time & Expenses subtab. To allow employees to make updates, clear this box.
Payroll and Time-Off Management
Time-Off Management and SuitePeople U.S. Payroll can work together to ensure that your employees receive the time off that they are entitled to and that they are paid correctly. For more information about how to set up Payroll and Time-Off Management to work together, see Time-Off Management Integration With SuitePeople U.S. Payroll.
Projects and Time-Off Management
Different types of time off can be associated with projects and project tasks. When a time-off request is approved for a time-off type that is associated with a project and project task, note the following. The project information appears on the Time Details subtab on the time tracking record.
Project Management, Resource Allocations, and Time-Off Management
When the Project Management and Resource Allocations features are both enabled, they work with Time-Off Management in the following ways:
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A project manager allocates a resource to a project. The resource has approved time off that conflicts with the project dates. NetSuite displays a warning on the resource allocation record. The conflict also appears on the Time-Off Conflicts subtab of the Resources subtab on the project record.
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A resource already allocated to a project requests time off that conflicts with the project dates. However, the time-off request is approved. The project manager receives an email notification with the details of the conflict.
For more information, see Resource Allocations and Time-Off Management.
Related Topics
- Prerequisites for Using Time-Off Management
- Time-Off Management Setup
- Time-Off Management Integration With SuitePeople U.S. Payroll
- Viewing an Employee’s Time-Off Balance
- Time-Off Changes
- Submitting Time-Off Requests on Behalf of Employees as an Administrator
- Approving or Rejecting a Time-Off Request as an Administrator
- Time-Off Management for Employees or Managers
- Time-Off Reports
- Time-Off Management