Overview: Administrators can easily add both paid and unpaid time off for employees using the Buddy Punch website and mobile app.
Web Instructions:
App Instructions:
How to Create Paid or Unpaid Time Off (Web)
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 (Web)
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 (Web)
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 Time Cards 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 (Web)
More information on how to add time off using the Company Calendar can be found here.
Add Time Off - Time Off List (App)
After enabling time off and creating time off earning codes from the Buddy Punch website, you can then proceed with adding time off to employees from the app.
1. Once logged into the app, start by clicking Time Off in the bottom navigation. (Left image below)
2. On the Time Off List page, click the + button in the top right-hand corner. (Middle image below)
3. You can then either choose All Employees or select a specific employee. (Right image below)
4. You can then add the:
Date—The date of the time off.
Earning Code—The time off earning 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 days of time off at once, choose the + Add button to populate multiple lines. If you need to add multiple consecutive days of time off, use the Switch to date ranges option. (Left image below)
5. Once you've entered the necessary information, click Save. (Right image below)
Add Time Off - Time Card (App)
After enabling time off and creating time off earning codes from the Buddy Punch website, you can then proceed with adding time off to employees from the app.
1. Once logged into the app, start by clicking Time Cards in the bottom navigation. (Left image below)
2. On the Time Cards page, click the name of the employee for whom you want to add time off. (Middle image below)
3. Once viewing the employee's Time Card, click the + button in the top right-hand corner. (Right image below)
4. Then click Add Time Off. (Left image below)
5. You can then add the:
Date—The date of the time off.
Earning Code—The time off earning 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 days of time off at once, choose the + Add button to populate multiple lines. If you need to add multiple consecutive days of time off, use the Switch to date ranges option. (Middle image below)
6. Once you've entered the necessary information, click Save. (Right image below)
Video
FAQs
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.
Q: Why don't I see the Time Off List in the mobile app?
A: If you're not seeing the Time Off List in the mobile app, then the feature might not be enabled. Information on how to enable and set up time off can be found here.
Q: Why don't I see the option to add time off from the Time Card in the mobile app?
A: If you're not seeing the option to add time off from the Time Card in the mobile app, then the feature might not be enabled. Information on how to enable and set up time off can be found here.