Human Resources

HR personnel can assign PTO days and other time off allocations, including vacation days in Employee records.

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Define Employee Allocation

To allocate days for an Employee, complete the following steps:

1. Go to HR > Employee, and open the Employee record
2. Open the Schedule tab and place the form in EDIT mode
3. Click the Time Off Allocations grid ADD button.  The Add Allocation window will open.
   • Enter the allocation details, including:
     • Type, Start Date, End Date, Amount Allowed, and External Comments (optional).  Note: External Comments will be visible to the Employee on the Time Off Allocations grid.
4. Click OK.  Notice the grid now displays a row for the Allocation just created