1. Employee Management
  2. Employees
  3. Time-Off Management
  4. Time-Off Management Setup
  5. Time-Off Plans
  6. Creating a Time-Off Plan

Creating a Time-Off Plan

Use the following procedure to create a time-off plan.

To create a time-off plan:

  1. Go to Setup > HR Information System > Time-Off Plan > New.

  2. In the Name field, enter a name for the time-off plan. This name appears wherever you are required to select a time-off plan, such as the employee record. Name the plan so that you or someone else in HR can easily pick the right plan to assign to each employee.

  3. To include forecasted accruals for the year in days available to an employee, check the Days Available Includes Future Accruals for the Year box. To include only time off that employees have accrued to date, clear the box.

  4. From the Start of Entitlement Period list, select when the entitlement period starts. For example, if employees are entitled to 15 days, and if April is selected, the entitlement period starts April 1st.

  5. If necessary, select a Subsidiary, Class, Department, or Location. You can assign this plan only to employees who are associated with the department, class, location, and subsidiary you set here. If you do not set a specific department, class, location, or subsidiary, this plan can be assigned to anyone.

  6. Click Save.

After you save the plan, you can create time-off rules. For more information, see Creating a Time-Off Rule.

Related Topics

General Notices