1. Employee Management
  2. Employees
  3. Time-Off Management
  4. Prerequisites for Using Time-Off Management

Prerequisites for Using Time-Off Management

This section outlines the prerequisites for using the Time-Off Management feature:

Note:

Currently, the Time-Off Tracking SuiteApp supports only US and UK English languages.

Install the Time-Off Tracking SuiteApp

Important:

To install the Time-Off Tracking SuiteApp, you need to have Time-Off Management enabled. Go to Setup > Company > Enable Features. On the Employees subtab, under HR Information System, check the Time-Off Management box. If you don't see this feature on the Enable Features page, you need SuitePeople HR on your account. For more information, see SuitePeople Overview.

With the Time-Off Tracking SuiteApp, employees can request time off using their Employee Center role. Requests go to their supervisor for approval, and the SuiteApp includes saved searches 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 that updates automatically whenever fixes and enhancements are available.

Note:

The Time-Off Tracking SuiteApp uses the time-off request record. Custom fields on the time-off request record don't appear when employees create time-off requests. If you add custom fields to the time-off request record, make sure they aren't required, or set default values if they are.

Assign Work Calendars to Employees

When you use the Time-Off Management feature, you'll need to assign a work calendar to each employee. This way, NetSuite knows which days are working days and can calculate how many hours to deduct for each time-off request. 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

You'll need the Time-Off Administration permission to set up Time-Off Management. Standard roles with 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 with this permission. For more information, see Customizing or Creating NetSuite Roles.

If your role has the right permission, you can review, approve, or reject time-off requests before employees take time off.

Employees assigned a time-off plan need access to the Employee Center role so they can submit time-off requests and view their time-off balances.

Managers can review requests from an email or from the Employee Center.

Related Topics

General Notices