Time Off

Managing Vacation Entitlements, Requests and Use

Time Off
Manage Time Off (PTO, Paid Time Off) for Salesforce Users.  You can manage Vacation, Holidays, or Overtime. Overview Manage Time Off keeps track of Vac...
Thu, Jan 13, 2022 at 8:36 PM
Managing PTO
You can manage PTO (paid time off), Holidays, and Vacation time in various ways to meet the requirements of your organization - see Time Off The gene...
Wed, Jun 22, 2022 at 8:51 PM
Time Off Requests
Time Off allows you to track Vacation entitlement and use. Check the Overview and Time Off View Lightning Component In the Time Off Request compon...
Wed, Jul 14, 2021 at 1:59 PM
Time Off View
Check your the Time-Off balance and history details - see also Time Off Requests View Time Off Balances Setup Add the "Time Off User" comp...
Wed, Jul 14, 2021 at 12:21 PM
Time Off Accrual
Time Off Accrual helps to create the Paid Time Off (Vacation) entitlements for users. Check the Overview. There are four ways to create entitlements: 1...
Tue, Nov 7, 2023 at 10:43 PM
Time Off Types
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 le...
Tue, Nov 7, 2023 at 9:29 AM
Time Off Details
Time Off Details maintain summaries of the Time Off Type per Period and calculate a running total. For Time Off Accruals, which are calculated based on eli...
Tue, Nov 7, 2023 at 10:34 PM