Overview of Time Off Events

This explains how to view and manage employee time off events. You can search, filter, and review both past and upcoming PTO or unpaid leave. Detailed notes for each event allow you to track employee absences, durations, and reasons.

Step-by-Step

1. Navigate to Time Off Events

   • Go to the Menu Bar → Staff Section → Time Off Events.

2. View All Events

   • The system displays all past and upcoming time off events.

3. Search for Events

   • You can search by:

     • Employee name

     • Start and end date of the time off

4. Filter Events

   • Filter by type of leave:

     • PTO

     • Unpaid leave

   • Reset filters as needed to view all events.

5. Review Employee History

   • Select an employee (e.g., Shelly) to see all their time off events.

   • Example: Shelly had three events (two in August, one in September).

6. Check Event Details

   • Click on a specific event to see details:

     • Duration (full day or partial day)

     • Type of leave (PTO, unpaid leave)

     • Notes or reasons (e.g., vacation, training)

7. Analyze Patterns

   • Review the history for trends or frequent absences.

   • Example: Holly had four time off events in one month; details can show whether they were PTO, training, or vacation.

8. Track Adjusted Amounts

   • For each event, you can see adjustments or impacts on scheduling and payroll.