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Xenial Product Documentation

Vacation/Sick Editor

The Vacation/Sick Editor is used to manage the vacation and sick time records for employees. The Vacation/Sick Editor is accessible by management and support personal.

To manage paid time off records for employees:

  1. From the Back Office Task Manager, select Payroll and Reports.

    • The Main Menu Selections screen appears.

  2. From the Main Menu Selections screen, select Vacation/Sick Editor.

    • The Vacation/Sick Editor appears.

  3. From the Select Employees field, select the employee(s) to include.

    Field Name

    Description

    Select Employee Status

    Select this option to filter the list of employees by status, such as Active Part Time, for example.

    From the dropdown, select the employee status.

    Select All Employees

    Select to include all the listed employees.

    Clear All Selections

    Select to uncheck all employee selections.

  4. In the Paid Time Off Hours field, specify the date range and hours per day for the records.

    Field Name

    Description

    Start Date

    From the dropdown calendar, select the start date for the date range.

    • To select a different month: Use the left/right arrows OR select the month that is displayed in the header to open a popup menu.

    • To select a different year: Select the year that is displayed in the header to activate up/down arrow buttons.

    Start Time

    Type the time when the paid time off starts.

    End Date

    From the dropdown calendar, select the end date for the date range.

    • To select a different month: Use the left/right arrows OR select the month that is displayed in the header to open a popup menu.

    • To select a different year: Select the year that is displayed in the header to activate up/down arrow buttons.

    Hours/Day

    Type the number of hours of paid time off per day.

    Type

    From the dropdown, select the type of paid time off.

  5. Select OK. The second page of the Vacation/Sick Editor lists the paid time off records for the selected employee(s) in the defined time range.

    • To add a new record to the list, select Add. See Add a Paid Time Off Record.

    • To edit a record, select it from the list, and then select Edit.

    • To delete a record, select it from the list, and then select Delete.

  6. (Optional) To filter the record list.

    • From the Pay Period field, select a pay period filter.

      Field Name

      Description

      All Pay Period

      View the paid time off records from all pay periods.

      Current Pay Period

      View the paid time off records from the current pay period.

      Previous Pay Period

      View the paid time off records from the previous pay period.

    • From the Employee field, select a pay period filter.

      Field Name

      Description

      All Employees

      View the paid time off records for all employees.

      Current Employee

      View the paid time off records for the employee currently selected from the Change Selection dropdown.

    • From the Type field, select a paid time off type filter.

      Field Name

      Description

      All

      View records of all paid time off types.

      Specific

      View paid time off records of a specific type, such as Vacation Time, for example.

      From the dropdown, select the desired type.

  7. Select Close to close the Vacation/Sick Editor.

Add a Paid Time Off Record

To add a paid time off record for an employee:

  1. From the Change Selection dropdown on page 2 of the Vacation/Sick Editor, select the employee.

  2. Select Add.

    • The Add New Holiday/Vacation hours window appears.

  3. In the provided fields, define the clock record values.

    The following table describes the fields on this window.

    Field Name

    Description

    Employee Name

    Contains the employee's name.

    Employee ID

    Contains the employee's ID.

    Date

    Type the paid time off date.

    Job

    From the dropdown, select the applicable job.

    Clock in time

    Type the time when the holiday, vacation, or meeting starts.

    Clock out time

    Type the time when the holiday, vacation, or meeting ends.

    Time off type

    From the dropdown, select the applicable type of paid time off.

  4. Select OK to save the record.