Time off - Admin

Timesheets are now on one page, with three views to toggle between: daily, weekly and calendar. We've also added a daily time bar, and made adding and editing time much easier. Enjoy!

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Mark to-dos as complete

Thu, Sep 26, 2019

You can now mark a to-do as completed right in your browser. Just go to the To-dos menu, and click the ‘Actions’ drop down.

Time off transactions

Client invoices

Team invoices

Client invoices aging

ADMIN

John Smith



My Accounts

User settings & billing

Invite Member

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Invite to

ROLE*

Learn more

User

Organization Manager

Can do everything, except view and manage financials

Project manager

Can manage, track, and view reports for any projects they're added to

User
Can track and view their time for any project they're added to

Project viewer

Can view reports for any project they're added to (viewers are free)

PROJECTS

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Select projects you want to add team members to

Projects

Customer Service Graphic Design

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Time off requests

 Time off & holiday settings



Add time off policy

POLICY NAME*

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MEMBERS

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Sample User

Automatically add new members to this policy6

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SCHEDULE OF ACCRUAL* 

None

Time off will not be automatically accrued for this policy

Annual

Hours are accrued when the member joins the policy and on January 1st of every year

Hours worked

Hours are accrued when time worked is marked as paid

None

Hours are accrued when the member is added to the policy at a prorated amount for the year, Hours are also accrued on January 1st of every year

Defines how and when time off is accured

ALLOW NEGATIVE BALANCES

Yes

Members may request time off even if it lowers their balance to 0

Members cannot request time off it it will bring their balance below 0

REQUIRES APPROVAL

Yes

Request must be manually approved by a manager or team lead

Request are automatically approved and applied without a manager's approval

BALANCE ROLLS OVER ANNUALLY

Yes

Any remaining balance will be kept on January 1st

Any remaining time off will be removed on January 1st

PAID OR UNPAID

Paid

Time in approved request will be counted towards amounts owed

Unpaid

Hours in approved time off request will not count towards amounts owed

Cancel Save



Add public holiday

SCHEDULE OF ACCRUAL* 

Select Holiday

Custom

Select Holiday

Christmas Eve (Dec 24th)Sample User

Defines how and when time off is accured

POLICY NAME*

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MEMBERS

Select all

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Sample User

dd new members to this holiday 

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New organizations members will be added to all future instances of this holiday automatically

HOLIDAY DATE

Defines how and when time off is accured

Mon, Jun 8, 2020 - Fri, Jun 12, 2020

Member's Time Zone

CST: Asia - Shanghai

My Timezone

CST: Asia - Shanghai

WEBBM

EDT: America - New York



Month



Fri, Month 1, 2020

Occurs annually 

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Holiday will occur each year on this date

PAID HOURS*

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MEMBERS

Select all

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Sample User

dd new members to this holiday 

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New organizations members will be added to all future instances of this holiday automatically

PAID HOURS*

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Cancel Save

Time off policy

Create a policy for each team member around paid or unpaid time off, vacations, sick days or whatever else you offer your team

Add Policy

Public holiday

Add holidays and give your team time off to kick back and relax. You can pay them for that time, too.

Add Policy

Hubstaff Support

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Name

Email

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