Time Off allows you to track Vacation entitlement and use.


The user requests vacations in the tab Times Off 

The actual vacation time used is tracked by selecting a "Vacation Project" in the time sheet.


View the tab Time Off View allows users and managers to query the records and see the current balance.


Setup


Time Off requests have the following Record Types:

  • Request (entered by the user)
  • Entitlement (generated from Time Off Accruals)
  • Earned (generated from Time Off Accruals)
  • Use (generated from T&E entries)
  • Adjustment (manual administrator entry)

Accorto provides out-of-the-box two Page Layouts:
  • Admin Layout - with access to all Time Off Record Types
  • Vacation Layout - with access to Request only

In > Setup > Create > Objects > Time Off
assign the page layout to the different profiles.
(in section Page Layouts, click on the Page Layout Assignment button)

By default, the Vacation Layout is assigned to all profiles, just the Administrator has the Admin Layout.



Project - Payroll Code


You create the actual use link as follows:


In tab Payroll Codes, create or se a payroll code with the Indicator "Vacation" selected.


Create or select a Vacation Project, by selection the Payroll Code in tab Projects.

Alternatively, you can use an Activity Type and select the Vacation Payroll Code there.


Process


A background process creates the link from the T&E Item with a Use record.

To schedule the process, go to Setup > Develop > Apex Classes and click the "Schedule Apex" button

  • Enter a name
  • Select the TimeOffActual Apex class
  • In Frequency select Weekly¬†
After the process is executed, you will see the new Use record entries in the Time Off View

If the actual vacation use does not show, make sure that the the vacation time is reported with a project or activity type with a Vacation payroll ode.