Setting employee schedule
Setting up an employee schedule is essential for automating PTO calculations and ensuring accuracy in leave management. For example, if an employee works a four‑day week and books a week off, the system deducts only four days from their allowance.
To manage an employee’s schedule, go to Employee Details → Schedule.
Enter Edit mode.
Select the standard day length for your company. This is the number of hours the system will treat as a full working day.
If some days are shorter but still count as full working days, you can adjust this using the Customise day length per individual day toggle. For example, if Friday is a 5-hour day but is still treated as a full working day, you can set that here.
Once you have configured the schedule, press Save.
Sometimes you may need to set a different schedule for a specific period (e.g., a seasonal schedule). To set a temporary schedule:
- Go to Employee Details → Schedule.
- Press the + button to add a new schedule.
- Set the start date and adjust the required hours.
- Press Save.
- Create another schedule for when the special schedule ends to ensure a smooth transition.