Time Off Category

Payroll > Setup > Time Off Category

Companies with policies for both paid and unpaid time offPersonal time taken by an employee that is not covered or paid for by the employer. (PTOHours provided by the employer that employees may use for sick, vacation, and personal days./UTOPersonal time taken by an employee that is not covered or paid for by the employer.) often create categories to accommodate both kinds of time off requests. This screen allows you to set restrictions on the hours of a category available to employees, such as two weeks (80 hours) of PTO versus unlimited UTO.

Time Off Category screen

While a category is not required to create a Time Off Type, we recommend using these for ease of grouping.

Description

The label that identifies this kind of time off. Many companies use acronyms like PTO and UTO.

Hours Restriction

Companies that give PTO to employees cannot offer an unlimited amount. This setting allows you to constrain an employeeUser accounts for drivers, dispatchers, and other staff to perform varying functions in TrackIt.'s time off requests only up to the total time off balance they have remaining.

Enabled dropd-down selection

Enabled

The time off requested for this type may not exceed an employee's remaining hours. You are not required to provide a value for Default restricted hours.

Disabled drop-down selection

Disabled

Employees may request an unlimited amount of time off for this category without any restrictions.

Default restricted hours

Specifying a starting number of hours for the category will apply its value to any new employees added to TrackIt or existing employees that haven't been assigned hours yet. This value auto-populates the PTO ALLOWED THIS YEAR column on the Employee PTO Setup screen.

This value cannot be set if Hours Restriction is set to Disabled.

Try the tutorial

  1. Navigate to Payroll > Setup > Time Off Category.
  2. Click Add Time Off Category ADD TIME OFF CATEGORY button.

Add Time Off Category dialog window

The Add Time Off Category dialog window appears.

  1. Identify the category by label with the Description field.
  2. Set Hours Restriction to Enabled if you are adding a paid time off (PTO)Hours provided by the employer that employees may use for sick, vacation, and personal days. category.
  3. If the previous setting is enabled, provide a value for Default restricted hours, such as 80 (two weeks of vacation time).
  4. Click Save SAVE button.

This category may now be used when creating and assigning PTO types.