The "Plan Off Type" menu allows you to view the existing plan off types and IDs and manage any manually created plan types with unique IDs. The plan type ID will populate the location ID for the time off record generated. This allows time off records on time cards to be unique for reporting or AccountLinx exports for those who need it.
Expand for Navigation Steps to Time Off Plan Types
- Go to Time Off and click Time Off Plans from the menu bar.
- Click Plan Types from the side menu.
The "Time Off Plan Types" menu will list your time off plan types with columns for:
- Actions - Edit an custom plan type. Default plan types cannot be modified.
- Active - Indicates if the plan type is active for use.
- Plan Type - The name of the plan type.
- ID - The ID for the plan type.
Creating a Plan Type
- Click Add New Plan Type.
- Select from the 10 Plan Type Names and provide a unique Plan Type ID. This ID can be alphanumeric up to 50 characters.
- Click Save or Save + New as appropriate.
Editing or Disabling a Plan Type
A user-created plan type can be edited or disabled as needed. If a time off plan uses a time off plan type that has been disabled, it will continue to use the inactive plan off type until the plan is edited.
- Click the pencil icon (
)to the left of the plan type.
- Edit the plan type ID or set the plan type to inactive as needed. The plan type cannot be changed.
- Click Save or Save + New as appropriate.