This article tells you how to add absence balances & ensure your employees can register and access them.
Table of contents
Introduction
When you start using TimeChimp, we set up an Internal Project for you by default with the tasks 'leave', 'sick' and 'special leave'. But in many organisations, this is not enough. For example, you want to offer a balance and activity 'paternity leave' for the colleague who has just become a father and wants to keep track of how many hours he can still spend with the little one. Or write a 'short-term care leave' for the person who helps his parents at home a little extra.
Manage Leave Balances
To manage your leave pots/ absence types, go via Manage> time off types to find the leave and absence types your organisation deals with. So there are 2 types of absence types;
1. Leave
2. Absence
Choose + New absence type to add a new leave balance type.
Note: make sure to tick 'Create task for this time off type' so that you can then actually register on this balance afterwards to be able to register on and/or add as task to a project.
Task settings
After you have clicked 'Add', you automatically come to the next window where the settings of the task that can be found. These can also be managed separately via Manage > Tasks > Edit Task.
If you want to find the activity easily later via Overviews, you can add a task tag here. The code field is for transferring to other software and entering into e.g. the correct general ledger account.The Payroll package hour code field links with HRM systems such as NMBRS and Loket.
An hourly rate is possible as with any activity.
These types of activities are rarely invoiced by default or by default with a new project.Check at 'Balance absence' whether the task will be deducted or added from the correct balance.
If necessary, select balance overtime for activities where, for example, you want them to be deducted from accrued overtime. Think Time for Time. Do NOT select add to all projects if you do not want this activity to be added to every project. This is usually not desired with this type of tasks. Click add to start registering on the leave balance!
Note: Are you working with projects? Then add the activity to the projects they belong to first.