Out of the box, there are 3 Time Off Types: Vacation, Holiday, and Overtime.
If you want to track additional types, with Entitlements and Use e.g. Sick leave here are the steps:
a) Add the new type in Time Off
Setup > Object Manager - Time Off -- Field & Relationships: Type (Type__c)
- Add the new Pick List Value
b) Add the new type in Time Off Accrual
Setup > Object Manager - Time Off Accrual -- Field & Relationships: Type (Type__c)
- Add the new Pick List Value
This will allow the creation of Entitlements for the new Type.
c) Add the new Type in Payroll Code
Go to tab Payroll Code and create a new record specifying the field Time Off Type with the name of your type.
Note that the type is case sensitive and that no consistency check is done.
d) Add Payroll Code to Project, Project Line, or Activity Type
Select the new Payroll Code in
- Project
- Project Line
- Activity Type
When a user then selects the Project/Line or Activity type, the Payroll Code is populated in the T+E Item, which is then used to create the Use record type entry in the Time Off.