Permissions Needed: View Organization Time Off Policies and Edit Organization Time Off Policies
Calculating the time off balance requires linking the time off policies to tasks.
- Select Projects from the left-side menu.
- Select the time off project (a project with the internal time off billing type).
- Open the Tasks section.
- Open a task.
- Open the Billing section.
- Select Internal > Time Off billing type.
- Select Time Off Policies from the list. If the list is empty, you will need to first create a policy.
- Click the Save button.
One task can be associated with multiple time off policies, and one policy can be associated with multiple tasks. Each time an employee logs time to a task that is linked to a policy, the time off balance of that time off policy for the employee will be reduced for the amount of time logged (see more details about Employee Time Off Policies).