TribeHR Vacation/Time Off Checklist.  Have you done the following? 

1. Set your vacation/time off balance reset date:

(ADMINISTRATION >  COMPANY >  GENERAL INFO > scroll down to "TIME OFF" section and select a date from the drop down menu under "Reset Balances On:")

2. Set your "Currently Available" Calculation preferences:

(ADMINISTRATION >  COMPANY >  GENERAL INFO > scroll down to "TIME OFF" section and choose from the drop down menu under "Currently Available" Time Off Calculations:)

 3. Set your preferred accrual method:

(ADMINISTRATION >  EMPLOYEES >  TYPES OF TIME OFF)

4. Set your Company Default: Annual allocation (these can be changed on a per-employee basis):

Note: This default will apply to subsequently added employee files only and will *not* alter existing employee files.

(ADMINISTRATION > EMPLOYEES >  "TYPES OF TIME OFF" > Vacation & Sick)

5. Set your Company Default: Carry over (if applicable):

Note: this default will apply to subsequently added employee files only and will *not* alter existing employee files.

(ADMINISTRATION > EMPLOYEES >  "TYPES OF TIME OFF" > Vacation & Sick)

6. Set your Company Default: carry over expiry (if applicable):

(ADMINISTRATION > EMPLOYEES >  "TYPES OF TIME OFF" > Vacation & Sick)

7. Confirm that all existing employee files in TribeHR have these numerical defaults applied to their employee file:

Confirm annual allocation, carry over amounts and current balances by viewing your reports.

(REPORTS > "Time Off Report")

(REPORTS > "Annual Time Off Allocations")

< last updated March 7, 2012 >