The Business OpsCenter 3.6.0

Add/Edit PTO Schedules

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Users who have the proper permissions can add and edit PTO schedules.

 

Add PTO Schedule
oIf the administrator has disabled the option to require all PTO schedule entries to have approval before posting to the vacation calendar, then you will be able to use the simple "Add A PTO Schedule" window. This can be done by selecting the "Add A PTO Schedule" option from the "Action" menu or on the vacation calendar. Once the PTO schedule has been added, it will immediately appear on the vacation calendar.
oUser
This control determines who the PTO schedule will be for.
oSchedule period
These controls determine the PTO start and end date/time.
oTotal PTO days used
This field is for information purposes only. It is not automatically set nor does it have any effect on how the PTO schedule is handled in the system.
oAdditional information
This field is for information purposes only. It is does not have any effect on how the PTO schedule is handled in the system.
oAutomatically set memo during PTO period
This control determines if the user's memo field is changed while the vacation schedule period is active. If the memo is changed, it will also be cleared once the vacation period has ended.
oMemo
This text field allows you to set what memo to set while the PTO schedule period is active. This only works if the "Automatically set memo during PTO period" is enabled.

 

Edit PTO Schedule
oAn existing PTO schedule can be edited by any user who has the proper permissions to do so. All fields other than the user name can be edited as needed. The PTO schedule edit can be accessed from the PTO Schedule Manager.

 


 

See also:

User Guide: Vacation Calendar

 



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