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Time off categories are used to create a category for leave (for example, PTO, sick leave, and training).

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titleCreating a Time Off Category

To create a time off category:

  1. Click Image Added.
    The Create Time Off Category window appears.
  2. In the Name field, enter the time-off category name.
  3. In the Description field, enter a description of the category.
  4. Use the Active toggle button to make the time off category active.
  5. From the Manager drop-down list, select the name of the manager who must be notified of the leave request.
  6. Click Create.
    The leave category is created.
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titleModifying a Time Off Category

To modify a time off category:

  1. Click Image Added or double-click the time off category.
    The Edit Time Off Category window appears.
  2. Make the necessary changes.
  3. Click Update.
    The leave category is updated.
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titleCopying a Time Off Category

To copy a time off category:

  1. Click Image Added.
    The copy window appears.
  2. Make the necessary changes.
  3. Click Copy.
    A new leave category with the changes is created.
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titleDeleting a Time Off Category

To copy a time off category:

  1. Select the time off category you want to delete and click Image Added.
  2. Click Yes to confirm.