The following steps will explain in detail how to add a new Time Off Group...
1.First open the Time Off Groups form and then click the New button to clear the form so you can enter a new record. The cursor will be flashing at the top of the form in the Time Off Group field.
2.You must assign a unique Time Off Group for each Time Off Group, which can be up to 15 alphanumeric characters in length. For example: Time Off Group might be referenced as 'TIMEOFFGROUP'. When you have finished entering data for each field, press the TAB or ENTER key to move your cursor to the next field.
3.You can then enter a Description for the Time Off Group. This description will be seen next to the Time Off Group in all the Time Off Group combo boxes throughout the program.
4.Before you can do anything else on this form you must click the Add button next to the Time Off List box to add time off types.
5.When you click the Add button the Add Time Off Types form will open. This form will list all the Time Off Types that are available to add to the Time Off List box. If you do not see a particular time off you want to use, make sure it has already been created in the Time Off Types form. You will not be able to select the same time off type more than once, so if it is already in the Time Off List box it will not appear in the Add Time Off Types form.
6.In the Add Time Off Types form use your mouse to click on all the time off you want to add to the Time Off Groups form. When you have selected all the time off types you want to add, click the OK button. The Add Time Off Types form will close and all the time off types you selected will be added to the Time Off List box on the Time Off Groups form. You will notice that all the fields are filled in exactly like they were setup in the Time Off Types form.
7.You now have the choice of modifying any of the time off types that were added to the Time Off List box. You can do this by clicking on the Time Off you want to edit in the Time Off List box. Then edit the fields in the Time Off Information area, which are described below.
8.To remove a time off that you added refer to the Deleting Time Off Groups topic.
You can edit any of the fields for the selected Time Off types in this area.
1.The Time Off ID field is read only and displays the Time Off ID that is selected in the Time Off List box.
2.In the Description field you can modify the default description for the selected time off type.
3.In the Date Eligible field enter the date when the employee becomes eligible to use the selected time off type.
4.The Active check box can be used to make a time off type active or inactive. When the Active check box is deselected, the time off type will in effect be disabled and you will not be able to use it.
1.In the Hours Per Year field enter the maximum number of hours per year that the employee is entitled to.
2.In the Hours Accrued field enter the total number of hours that the employee has earned this year.
3.In the Hours Carried Over field enter the total number of hours that the employee has left over from the prior year.
4.In the Hours Used field enter the total number of hours the employee has used so far this year.
5.The Hours Left field is calculated based on the numbers entered in the above fields.
6.Enter the Account ID you want to use by selecting it from the combo box. Normally time off types are setup as expense accounts.