Employee Time-Off Overview - Resource

Employee Time-Off Overview - Resource

The Employee Time-Off feature can be used to track time-off for a particular employee.  As of NEXGEN version 11.3, the employee time-off feature is also relevant to the Inventory Requisitions module. Employee time-off is relevant to the inventory requisition approval hierarchy; if the employee selected for approval is not available, the system will skip to the next person in the hierarchy. You can add employee time off for others using the Resources module, or add time off for yourself through your own profile.

Employee Time-Off Overview

Employee Time-Off is currently a feature that can be used in conjunction with Inventory Requisition Approvals. Users can edit their time-off to ensure inventory requisition approvals are routed to the proper backup users.

Teams can also run reports on employee time-off to keep track of leave and sick time. For more information on adding employee time-off and how it works with the Inventory Requisition module, please review the information below.

Adding Employee Time-Off (Resource Module)

  1. Navigate to the Employee module.
    1. Hover over the Resource icon and click Employee.
  2. Open the employee record you would like to adjust time-off for.
    1. Search by using the search sidebar or scroll through the records to find the correct employee.
  3. Locate the Employee Time Off zone on the right side of the screen.
  4. Click "+Add" to add time off for the employee. A popup will appear. Fill out the fields as needed.
    1. Start Date/Time - Beginning of time off period
    2. End Date/Time - End of time-off period
    3. Leave Category - Configurable lookup that tracks the type of leave for employees.
    4. Reason - Textbox for notes on time-off.
    5. All Day Checkbox - Check to indicate employee will be off for whole days and not partial days. If checked the Start/End Time text fields will disappear since the system will assume the entire day is marked as time-off.
  5. Click "Save."

Please note that employees must have their time-off entered before their time-off period begins. If the time-off is entered after an employee's time-off period has begun (example it is October 10th and an employee's time-off period started on October 8th), any IR approval requests assigned to them before their time-off period was entered into the system will not be reassigned. Only future IRs would be reassigned. The system will also not reassign any IRs still assigned to the employee during their time-off period. For example, if an employee had 10 IRs to approve prior to their time-off but only approved 8, the remaining 2 IRs would still note them as the approver and only new requests made during their time-off period would be reassigned.



















Adding Employee Time Off (User Profile)

If you are adding time off for yourself, you can do so through your NEXGEN user profile.
  1. From anywhere on the site, click on your username on the top right of the screen. Then, select "Profile." 
  2. By default, this will take you to the User Details page. Select "Unavailable" from the options on the left. Then, click "Add."
  3. A popup will appear. Fill out the fields. Mandatory ones are marked with a red asterisk ( * ).
  4. Click "Save."





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