Overview: Administrators can easily add both paid and unpaid time off for employees using the Buddy Punch website. Time off can be added from the Time Off Calendar, directly on a Time Card, or through the Company Calendar—making it simple to manage time off in the way that works best for your team.
Instructions:
Create Paid or Unpaid Time Off
1. To start, you'll need to enable time off by clicking Settings in the top navigation, followed by Time Off:
2. Then check the box next to Allow Employee Time Off and Save when done:
3. With time off enabled, you'll see new options. Select the Time Off Earning Codes section, and once there, you'll find some common time off earning codes pre-populated. These default earning codes can be Deleted or Edited:
4. New earning codes can be added by clicking the + Add a New Time Off Earning Code button:
5. Whether you Edit a default earning code or + Add a New Time Off Earning Code, you can set the:
Name—Visible to employees when requesting time off
Abbreviation—Used in different areas of the system
Active status—Only Active earning codes are visible to employees
Pay type—Paid or Unpaid
Employee assignments
6. Save any changes when done, and you'll be taken back to the Time Off Earning Codes section on the Time Off page.
Add Time Off (Time Off Calendar)
After enabling time off and creating time off earning codes, you can then proceed with adding time off to employees.
1. Start by clicking Time Off in the top navigation:
2. Click the + Add Time Off button in the top right-hand corner:
3. Select the employee dropdown and choose which employees the time off should be assigned to. You can then add the:
Date—The date of the time off.
Time Off Type—The time off code associated with the time off.
Hours—The number of hours associated with the time off.
Note—A note related to the time off, visible to management and employees.
To add multiple holidays at once, choose the + Add New button to populate multiple lines:
4. If you need to add multiple consecutive days of time off, use the Switch to date ranges option:
5. After entering all the necessary details, click Save, and you'll be taken back to the Time Off Calendar where you can find your newly added time off.
Add Time Off (Time Card)
After enabling time off and creating time off earning codes, you can then proceed with adding time off to employees.
1. Start by clicking Time Cards in the top navigation, followed by View All:
2. Once on the Pay Period page, choose a pay period from the dropdown at the top and then click View next to the name of the employee for whom you want to add time off:
3. From their time card, click the Add New dropdown followed by Time Off:
4. You can then add the:
Date—The date of the time off.
Time Off Type—The time off code associated with the time off.
Hours—The number of hours associated with the time off.
Note—A note related to the time off, visible to management and employees.
To add multiple holidays at once, choose the + Add New button to populate multiple lines. If you need to add multiple consecutive days of time off, use the Switch to date ranges option.
5. After entering the required details, click Save:
6. If the time off was entered in a previous or current pay period, you'll be taken back to the employee's Time Card. If the time off was entered in the future, outside of the current pay period, you'll be taken to the Time Off Calendar.
Add Time Off (Company Calendar)
More information on how to add time off using the Company Calendar can be found here.
Video
FAQ
Q: How can I add time off over several days?
A: When you add time off, there will be a Switch To Date Ranges option. This option allows you to specify the start and end time for the time off. Please know, we don't have a way to block out specific days for time off.