Overview: The Time Off Accrual Entry is a one-time entry used to manually adjust an employee's bank of time/balance up or down. The Time Off Accrual Entry can only be used on our website.
Common Use Cases: The Time Off Accrual Entry is frequently used to front-load time off for the year or to manually enter an existing time-off balance. It is also used to make one-time adjustments to an employee's balance.
Instructions:
Additional Resources:
Add a Time Off Accrual Entry (Single Employee)
1. Start by clicking Employees in the top navigation:
2. Click View next to an employee's name:
3. Once in the employee's profile, select Time Off from the left-hand menu:
4. At the Time Off section, click the +Add Time Off Accrual Entry button:
5. You can now select the Time Off Type the accrual should be applied to, the entry date, the number of hours to add and enter a note if needed:
6. Click Save once done.
Add a Time Off Accrual Entry (Multiple Employees)
1. Click Settings in the top navigation followed by Time Off:
2. On the Time Off Settings page, click Accrual Rules from the left-hand menu:
3. Once at that section, click the +Add a New Time Off Accrual Entry button:
4. You can now specify which Time Off Type the accrual entry should be applied to, the entry date, how many hours to add, and choose which employees the Time Off Accrual Entry should apply to. You can also add a note if needed:
5. Click Save once done.
Remove a Time Off Accrual Entry
The process for removing a Time Off Accrual Entry is the same as adding one except you'll be using a negative value. Currently, Time Off Accrual Entries cannot be deleted by Buddy Punch users, so this is the method to use when you're wanting to remove an accrual entry.
Important: If you have multiple time off accrual entry mistakes, please contact our support team who'd be happy to get those deleted for you.
1. Start by clicking Employees in the top navigation:
2. Click View next to an employee's name:
3. Once in the employee's profile, select Time Off from the left-hand menu:
4. At the Time Off section, click the +Add Time Off Accrual Entry button:
5. You can now select the Time Off Type the accrual should be applied to, specify the entry date, the number of hours to subtract (Use a negative number), and add a note if needed:
6. Click Save once done.
View a Time Off Accrual Entry
1. Start by clicking Employees in the top navigation:
2. Click View next to an employee's name:
3. Once in the employee's profile, select Time Off from the left-hand menu:
4. At the Time Off section, click View next to the time off type the accrual was applied to. There you will find a complete history of all time off added or used, including any time off accrual entries that have been applied:
Video:
FAQ:
Q: Can I delete a Time Off Accrual Entry?
A: No, Buddy Punch users are not able to delete a Time Off Accrual Entry. You can add an additional Time Off Accrual Entry to counter the balance or you can also reach out to Buddy Punch support to have it deleted.