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Tracking Time Off and Managing Holiday Pay
Tracking Time Off and Managing Holiday Pay

Learn how to capture time off activity and allocate holiday pay to team members

Arun Kumar avatar
Written by Arun Kumar
Updated over a week ago

With the addition of Time Off Tracking to Workyard, Admins and Managers will be able to manage workforce's time off with ease and reliability.

This feature is available on Workyard web application and Android app. iOS update is due next week.

What is Time Off Tracking?

Time Off Tracking is a feature designed to streamline the process of monitoring and managing your construction workers' time off requests and activities directly within our platform. Whether it's vacation days, sick leave, or any other form of time off, this feature empowers you to efficiently handle and track it all.

Key Benefits

  • Simplified Management: Easily capture the time off activity of team members within Workyard.

  • Centralized Data: Keep all time off records in one centralized location for easy access and reference.

  • Improved Transparency: Enhance transparency by providing your team with clear visibility into their time off activity

  • Efficient Reporting: Generate comprehensive reports on time off usage.

How to Use Time Off Tracking

The current version allows Admins and Managers to create time off requests on behalf of their team members for future or past dates. Only admins can allocate Holiday Pay to team members.

Coming soon!

  • Ability to send leave requests to managers or admins

  • Approve or decline leave requests as manager

  • Track leave balances

  1. Set up a leave policy

    1. Go to Organization Settings --> Time Off Policies to either add a new custom leave policy or set one of the default policies live.

    2. At least one policy should be live for adding a time off record.

    3. Click on +Policy button to add a new time off policy.

    4. A time off policy can be either of the type Paid, Unpaid or Holiday Pay.

      Policies of the type HOLIDAY PAY are visible to the admins only to allocate holiday pay to all team members.

    5. When a Team Member Group is NOT selected when adding or updating a policy, it is applicable to all the team members.

    6. If a Team Member Group is assigned to a time off policy, then it can be used to create a time off record for team members assigned to the particular group only.

  2. Add a time off record

    1. Admins can create a time off record for any team member in the organization.

    2. Managers can create a time off record for:

      1. All the team members in the organization IF they have access to All time cards in the organization.

      2. Only the team members assigned to them IF they have Restricted time card access. Learn more about manager permissions here.

    3. To create a time off record including holiday pay, go to Time Cards dashboard and click on +Time Off button from the newly added Time Off tab as shown below.

    4. Select one or multiple team members or select a team member group to add time off records for multiple team members in bulk.

      1. Select the Leave Type from the drop down. Only LIVE leave policies appear in the list.

      2. Select the dates. If the number of hours vary for different dates, you may add multiple date ranges with corresponding hours per day.

      3. Add a note and Save. A summary of the time off record is shown.

      4. A time off record added by the admin or the assigned team manager is automatically approved and is visible in the Time Off tab like below.

  3. Generate Time Off report

    1. To review the time off activity of your crew for past or future dates, go to Report and select Time Off report option from the Download report dialog.

    2. You may download the report in PDF or .csv format. A sample is shown below.

Get Started Today

Ready to streamline your processes with Time Off and Holiday Pay Tracking? Simply log in to your account and explore this new feature today. If you have any questions or need assistance, our support team is here to help.

This feature is available to customers on Workforce Management plans only. Customers on Time Tracking plan can try this feature as a limited period free trial and upgrade to Workforce Management plan to continue to use it.

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