Viewing time off group jobs

This section contains a list of eligible jobs or default shifts for a time off group. As an administrator, you can view time off group jobs.

  1. From the menu, select Maintenance > Employees > Time Off Group.
  2. Click Find to search for a group name. To perform an advanced search, click the down arrow.
  3. After you find the time off group, click Edit next to the group name.
  4. Navigate to the Time Off Group Job section.
    These fields are displayed:
    Delete
    This check box enables deletion of row entry.
    Job
    This field specifies the job name.

    If you leave this field empty, the time off group applies to all jobs and all employee default shifts. When you define a job, the time off group applies only to that specific job. After you define a job, ensure to define all other jobs in the same team and all employee default shifts.

    The job you define matches employees whose preferred job aligns with it. If you set up Associated Jobs, specify the parent job in this field to apply the time off group to all associated jobs. The time off group matches an employee if their preferred job or the parent job of their preferred job matches the job you define. For example, if Parent 1 is associated with Child 1 and Child 2, a quota defined with Parent 1 may apply to employees who have preferred job of Parent 1, Child 1, or Child 2.

    If the employee does not have a preferred job, the time off group still matches if their default labor job matches. Using the same example, if the employee’s default labor job matches Parent 1, the time off group applies. However, if the default labor job is Child 1 or Child 2, the time off group does not apply.

    Shift
    This field specifies the shift label.

    When you define a shift, the time off group applies based on the employee default shift. Default shifts match according to team, job, shift, and date. To apply the quota correctly, ensure you explicitly define all default shifts.

    If you leave this field empty, the time off group won’t apply to any employee default shifts. When you set up associated jobs for the job referenced in the employee default shift, the time off group applies if the job or its parent job matches.

    Note: If you specify both a job and a shift, the time off group applies to employees whose employee default shift matches the team, job, and shift. If you specify only a job, the quota applies to employees on the same team whose preferred job matches.

    If an employee does not have a preferred job, the quota applies if their employee default labor allocation job matches.

  5. Modify the fields and click Save.

    When an employee’s preferred job does not match but associate jobs are configured, the quota applies if the parent job of the employee’s preferred job matches. For example, if Parent 1 is associated with Child 1 and Child 2, a quota defined with Parent 1 may apply to employees whose preferred job is Child 1 or Child 2.

    If no job is defined, all jobs are included. If no default shift is defined, no default shifts are included.