Prerequisites for Using Time-Off Management
This section outlines the prerequisites for using the Time-Off Management feature:
Currently, the Time-Off Tracking SuiteApp supports only US and UK English languages.
Install the Time-Off Tracking SuiteApp
To install the Time-Off Tracking SuiteApp, you must have the Time-Off Management feature enabled. Go to Setup > Company > Enable Features. On the Employees subtab, under HR Information System, check the Time-Off Management box. If you do not see this feature on the Enable Features page, you need SuitePeople HR provisioned on your account. For more information, see SuitePeople Overview.
With the Time-Off Tracking SuiteApp, employees can make time-off requests using their Employee Center role. The workflow included in the SuiteApp ensures that requests are routed for approval to an employee’s supervisor. The Time-Off Tracking SuiteApp also includes a set of saved searches that you can use as reports. For more information, see Time-Off Tracking Reports.
For more information about installing SuiteApps, see Installing a Bundle. You can search for the Time-Off Tracking Suite App using the following information:
-
Bundle Name: Time-Off Tracking
-
Bundle ID: 112449
The Time-Off Tracking SuiteApp is a managed bundle and is automatically updated whenever fixes and enhancements are available.
The Time-Off Tracking SuiteApp uses the time-off request record. Custom fields on the time-off request record do not appear when employees create time-off requests. If you add custom fields to the time-off request record, make sure that the fields are not required. If they must be required, include default values for the fields.
Assign Work Calendars to Employees
When you use the Time-Off Management feature, you must assign a work calendar to employees on the employee record. This assignment ensures that NetSuite can determine which days are working days for the employee. NetSuite uses the work calendar to calculate the number of hours to deduct from an employee’s balance when a time-off request is submitted. For more information, see Setting Up a Work Calendar and Assigning a Time-Off Plan to an Employee.
Time-Off Management Roles and Permissions Requirements
The Time-Off Administration permission is required to set up the Time-Off Management feature. The standard roles that include this permission are HR Generalist, Administrator, and Chief People Officer (CPO). For details, see Time-Off Management Permission Requirements.
You can also create custom roles that include this permission. For more information, see Customizing or Creating NetSuite Roles.
If your role has the appropriate permission, you can review time-off requests before employees take the time off, and approve or reject them as needed.
Employees in your company who are assigned a time-off plan must have access to the Employee Center role. This access ensures that they can submit time-off requests and view their time-off balances.
Managers can review requests from an email message or from the Employee Center.
Related Topics
- Time-Off Management Overview
- 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