- Knowledge Base
- Personnel
- Time Off
- Time off usage
- How to add a run
- How to edit a run
- How to mark a run as complete
- How to archive a run
- How to delete a run
- How to change the assignee
- How to add a result in a checklist run
- How to add bulk results in a checklist run
- How to share run tasks with external participants
- How to generate an Excel or PDF report from a checklist run
- How to filter the run tasks view
- Department transactions
- How to edit a transaction
- How to cancel a transaction
- How to deactivate a transaction
- How to create a budget
- How to approve budgeting items from the transactions grid
- How to record an estimate
- How to create a purchase order from approved estimates
- How to link approved estimates to approved budgets
- How to submit transaction items for approval
- How to re-submit a denied transaction
- How to upload from Excel to the transactions grid
- What is an office asset
- How to create a new asset
- How to manage an asset
- How to move an asset
- How to dispose of an asset
- How to transfer (in) an asset
- How to transfer (out) an asset
- How to log a sighting of an asset
- How to log an inspection of an asset
- How to log maintenance on an asset
- How to export a record of an asset
- How to print asset labels
- Introduction
- Admissions
- Assets
- Bank Accounts
- Boards
- Business Trips
- Candidates
- Checklists
- Clients
- Companies
- Consents
- Contacts
- Contracts
- Custom Forms
- Departments
- Documents
- Evaluations
- Employee Performance
- GL Accounts
- Incoming Center
- Integrations/External Systems
- Invoices
- Job Management
- Key Dates
- Months
- Offices
- Personnel
- Polls
- Project Management
- Project Status
- Purchase Orders
- Schedule
- Shared Spaces
- Teams
- Time Off
- Time Tracking
- Transactions
- Vendors
- Mobile Application
- What is a personnel asset
- How to create a new asset
- How to manage an asset
- How to move an asset
- How to log inspection on an asset
- How to log maintenance on an asset
- How to dispose of an asset
- How to transfer (out) an asset
- How to transfer (in) an asset
- How to log a sighting on an asset
- How to print asset labels
- How to export a record of an asset
- What is a project asset
- How to create a new asset
- How to manage an asset
- How to move an asset
- How to log inspection on an asset
- How to log maintenance on an asset
- How to dispose of an asset
- How to transfer (out) an asset
- How to transfer (in) an asset
- How to log a sighting of an asset
- How to print asset labels
- How to export a record of an asset
- Project transactions
- How to edit a transaction
- How to cancel a transaction
- How to deactivate a transaction
- How to create a budget
- How to approve or deny budgeting items from the transactions grid
- How to record an estimate
- How to create a purchase order from approved estimates
- How to link approved estimates to approved budgets
- How to submit transaction items for approval
- How to re-submit a denied transaction
Time off usage
How to add a new time off usage template
To add a new time off usage template, go to the Personnel module and click the Time Off tab inside a personnel's page.

Click Add New on the right-hand side of the screen.

A Time Off Template modal window pops up. Select a template from the dropdown menu and click Save. Time off templates can be defined in the Organization Configuration by an administrator.

You will then see a list of all the time off usage with details regarding the type and the balance.

How to edit a time off usage type
To edit a time off usage type, go to the Personnel module and click the Time Off tab inside a personnel's page.

Find the time off usage type you want to edit and click the edit button at the end of that type row.

An Edit Type Holiday modal window will pop up.

Update the relevant information and click Save.
How to delete a time off usage type
To delete a time off usage type, go to the Personnel module and click the Time Off tab inside a personnel's page.

Find the time off usage type you want to delete and click the delete button at the end of that type row.

To minimize the risk of accidental deletion, you must confirm your intention to delete the time off usage type. Click OK and the time off usage type will be deleted.

Sick Days Heat Map
This section shows you any regularity regarding sick days so that you’re aware of the days the personnel has taken off. The Sick Days Heat Map follows personnel’s sick days history since the beginning of their employment.

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