XImble’s PTO/Leave add-on allows you to setup accrual policies for your staff members and manage their paid leave. During the free trial this feature is activated by default, but if you’re already a client, you can activate it from the My Account area. Simply click on the “Adjust Plan” button, and activate this add-on.
In the Settings section, under the “Time Off& Availability” area, you’ll be able to see the policy section. This is where you can create new policies, or edit any of the existing ones. Through the policy configuration screen, you can define the maximum accrual, and whether or not you want to allow your staff members to carry over any unused PTO hours to the next year. Here, you can also define whether or not your staff members can request paid time off even if they do not have enough leave hours accrued, through a negative balance.
The system also allows you to make manual adjustments to accrued PTO balances, which comes very handy to set an initial balance for your staff.
On the other hand, your staff members can view their accrued hours through their profiles, under the Time Off tab. This is the area that admins and supervisors can also visit, and add a PTO request on behalf of employees. On this page, one can easily review any historical or pending time-off requests.
To cover all users, simply visit the requests section, and in the Time-Off area, you can review any pending, approved or previously rejected requests. On each paid time off request, you can see the number of days covered, as well as the number of paid hours for each day.
On the payroll report you can easily include paid time off hours, thus making the payroll processing a breeze with worked hours, optional overtime hours and paid leave hours included.