Time off categories are used to create a category for leave (for example, PTO, sick leave, and training).
To create a time off category:
- Click .
The Create Time Off Category window appears. - In the Name field, enter the time-off category name.
- In the Description field, enter a description of the category.
- Use the Active toggle button to make the time off category active.
- From the Manager drop-down list, select the name of the manager who must be notified of the leave request.
- Click Create.
The leave category is created.
To modify a time off category:
- Click or double-click the time off category.
The Edit Time Off Category window appears. - Make the necessary changes.
- Click Update.
The leave category is updated.
To copy a time off category:
- Click .
The copy window appears. - Make the necessary changes.
- Click Copy.
A new leave category with the changes is created.
To copy a time off category:
- Select the time off category you want to delete and click .
- Click Yes to confirm.