Assigning time off types to users
When you add a user, you can choose which time off types are available to that user so you can track how much time off they take. Several default time off types are available.
To edit a user’s time off types:
- Go to Administration > Employees and Organization > Users.
- Select the name of the user whose time off you want to set up.
- Select Time Off from the side menu.
- You can now allow or disallow use of a time off type
Allowing use of a time off type
To allow a user to book time against a particular time off type, you need to enable the time off type for that user.
To enable a time off type, click Add Time Off Type and select the time off type. Repeat this to assign additional time off types.
To prevent a user from using that type in the future, click disable bookings (or remove, if you haven't saved the time off type yet).
What does the view transactions link do?
If you click the view transactions link for a time off type, you can access all changes that have been made or are scheduled to be made to the balance for that type, up to two years in the future.
Polaris PSA setup checklist
Managing holiday bookings
Automatically generating holiday bookings
Adding multiple holiday bookings at once