Adding Time Off (Paid, Unpaid, Sick Leave, and Holiday Time Off)

The Time Off report tracks paid, unpaid, sick leave, and holiday hours, and manages approval or rejection of requests.

Setting Max Time Off Duration	Approving Time Off Requests
Adding Time Off	Payroll Reporting
Request Statuses
Editing and Deleting Time Off

Setting Max Time Off Duration

Max Time Off Duration is the maximum hours a user can request per time off.

Go to Gear Icon > Manage Account.
Open the Settings tab.
Add value for the Max Time Off Duration (Hours).

For example, if Max Time Off Duration is set to 8, individual requests longer than 8 hours are not allowed. Separate requests are required for consecutive days.

Adding Time Off

Time Off can be added from the web or JM Connect. The report can be filtered by date range, employee, or payroll cycle.

Navigate to Reports > Time > Time Off.
Select + Add Unpaid Time Off, Paid Time Off, Sick Leave, or Holiday Pay.
Select an employee or choose Apply to All Employees.
Select either Time or Hours, then fill in the information.
- The Time option records time off by start and end date/time, while the Hours option records hours for a specific date.
Select Save to add the time off entry.

Request Statuses

Pending - Awaiting approval or rejection.
Preapproved - If PTO Auto Approve is enabled for an employee, their time off requests will automatically be preapproved. This setting is found on Employee Maintenance.
Approved - The request was manually approved.
Rejected - The request was manually rejected.

Approving Time Off Requests

Pending Time Off requests can be approved or denied from the web portal or JM Connect. Follow the instructions below to respond to requests from the web portal.

Navigate to Reports > Time > Time Off.
For a Pending request, select Approve or Reject in the Actions column.

Editing and Deleting Time Off

Editing Time Off

Select the Edit Pencil in the Actions column for the desired time off entry.
Edit the information.
Select Save to confirm changes.

Deleting Time Off

Select the X button in the Actions column for the desired time off entry. This action cannot be undone.

Payroll Reporting

Once a payroll cycle has been processed, time off will appear on payroll-related reports.

Paid Time Off (PTO) payout is determined by the employee's wage multiplied by the PTO hours. For example, if an employee makes $11 an hour and took 5 hours of PTO, their payout will be $55.
For a time off entry to appear on the Employee Payroll report, the employee must have at least one time punch for that pay period.

For more information, or to send in a request to the Janitorial Manager support department, use the red 'Help' button in the bottom right corner of any Help Desk article.