Showing taken time off with no balances
You may have instances whereby an employee does not have a specific time off allowance but instead books their time using an unlimited balance. This is fairly commonplace in countries such as America where standard PTO allows you to book as much as needed.
To facilitate this, Natural HR has an option called 'Time off no allowances'. This allows users to replace the default time off allowance donut showing an allowance that time off is deducted from, with a new donut that shows your total days booked.
This is an example of how the time off no allowances donut might look. Rather than showing the bookings deducted from an overall balance, it now shows just the sum total of all of the bookings. In this case 14.23 days.
Depending on how your business infrastructure is set up, to switch this view on, you will need to change your global, or site level time off setting for 'Time off no allowances' to 'Yes'.
Global time off settings can be found by going to:
Administration > Company > Settings > Time off settings (Global)
Or if you want to set this at a site level using the "Site Level Time off Settings" option, go to:
Administration > HR > Data management > Sites
You can either edit an existing site or create a new site. Scroll down to and then select 'Site level time off settings'.
Once you have done this then set your site level time off settings, remembering to set 'Time off no allowances' to 'Yes'.
After clicking on 'Submit' to save the changes, the time off no allowances donut will now show zero days for the applicable employees. This means that the setting has taken effect.
You can choose which time off types will appear in this time off no allowances donut, by creating or editing time off types and setting the 'TIme off no allowances' option in the Display settings to 'Yes' by going to:
Administration > HR > Time off management > Time off types
When these settings have been put into place, an an employee books time off using these time off types your donut will now show the increasing number of days booked for each type.
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