Responsible Users can view the time-off balances of other Associates and modify a number of time-offs if needed.
ℹ️The following permissions are needed there: View time-off balance Change time-off balance manually |
View Associates’ time-off balance
- Navigate to Associates: Go to the “Associate” section in the sidebar
- Find the Associate: Locate the associate whose time-off balance you want to view.
- Open Associate Details: Click on the associate’s row to view their details.
- View time-off balance: Under the Photo of Associate you can find the collapsed block “Available time off”.
- Click on the block to expand it
- The time-offs of each time are displayed there
Change time-off balance
- Click Pencil icon: To open edit mode, please click on the Pencil icon near the needed type of time off.
- Fill Field Values: You need to fill the next required fields:
- Select type of action: Add or remove the number of time-offs
- Enter the number of days that should be added/subtracted to/from the current time-off balance of the selected type
- Leave comment
📓You cannot subtract more than the current time-off balance. |
- Save Changes: Click “Save” to apply and save the changes.
- Verify result: The changed number of time-offs should be displayed there, and the Associate can already use them.