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Approved and Unapproved Time Off
Riskcast offers a way to capture "Approved Time Off" through the APIv2. Companies can send "approved time off" through APIv2 into Riskcast which will show up on the timecard. Additionally, crew leads can capture "Unapproved Time Off" directly within the timecard user interface. This article goes through how to set these options up.
- Configuring the Timecard Interface to Show Approved and Unapproved Time Off
- Time Off Types
- Timecard User Interface for Approved and Unapproved Time Off
Configuring Approved and Unapproved Time Off
In order to show "Approved Time Off" and "Unapproved Time Off" within the timecard user interface, the appropriate configurations must be turned on at the Company/Organizational level. To do that, follow the steps below.
1. Navigate to the Organizational tab.
2. Navigate to the Company window.
3. "Edit" the Company for which this feature should be implemented.
4. Within the "Options" tab, in the "Timecard" section, there are two options related to this feature.
5. Toggle the "Unapproved Time Off" on to be able to show unapproved time off within the timecard.
6. Toggle the "Approved Time Off" to be able to show approved time off within the timecard.
7. Click the "Save" button in the top right corner to save the changes.
1. Navigate to the Organizational tab.
2. Navigate to the Company window.
3. Select the Benefits window.
4. Select the Time Off tab.
5. Within this tab, various types of Time Off can be added or modified. To edit an existing time off type, click the "edit" button and modify as needed. To add a new one, click the "add" button in the top right and fill out the form.
Timecard User Interface for Approved and Unapproved Time
1. When the "Approved Time Off" is toggled on, there will be a new column on the timecard. This column will be read only. The data can only be sent to this column via the APIv2 process. The tag shown is from the "Time Off" tab within the Company Benefits section.
2. Note that this time is not tied to the timecard or timecard project specifically, but is simply tied to the employee for that date. That means that a time off record for an employee would show up on all timecards which that employee is added onto.
3. This value is also included in the daily and weekly summary totals beneath the employee's name.
4. When the "Unapproved Time Off" is toggled on, there will be another new column on the timecard. This column will be editable similar to a normal cell within the timecard but only regular time can be entered.
5. Note that this time is not tied to the timecard or timecard project specifically, but is simply tied to the employee for that date. That means that a time off record for an employee would show up on all timecards which that employee is added onto.
6. This value is also included in the daily and weekly summary totals beneath the employee's name.
7. If one or both of these tools are enabled, then the "Employee Weekly Hours" will also show this information. It will be included in the "Totals" column as well.
