Currently all three levels are mandatory in actiTIME, and it is not possible to remove any of them. However, if you don’t need the third level, you can create just one item on the top level and associate all projects (second level) with that item. It is not mandatory to create further top-level items if you don’t need them.
User’s starting leave balances can be set up in the User List, under the PTO Balance and Sick Days Balance tabs.
In this interface you can also set up user’s leave balance accrual rules, or configure the system rules to be applied.
After creating a new user account, set up initial cost of work rate, overtime rate, and leave rate that will be used to calculate user’s earnings:
- Open Users interface.
- Click on the user’s name to open User Account Settings, and
- Configure all pay rates in the Cost of Work Rates section.
1. In the customer, project or task properties:
2. On the Work Assignments tab of the User List:
Note that only managers with “Manage Accounts & Permissions” and/ or “Manage Scope” permissions can edit users’ work assignments. They can assign to regular users only customers, projects and tasks from their management scope.
In actiTIME, regular users can see their PTO balance in the View Time-Track interface.
Managers who have the right to manage user accounts can review team members’ leave balances in the PTO Balance and Sick Days Balance tabs of the User List.
Managers with time reporting permission can review PTO values of the entire team in the Leave Time & Balances report.
Please note that actiTIME allows to submit only one leave day at a time. If you need to submit several leave days, consider using actiPLANS, our leave time management solution that seamlessly integrates with actiTIME.
Currently there is no special option to convert overtime to additional paid time-off days.
However, you can always adjust the employee’s balance manually if you want to increase it by the number of overworked hours or days. This can be done in the PTO Balance and Sick Days Balance tabs of the User List:
Please note that if you set a hard balance value and then retroactively submit leave time for past dates, these leaves won’t affect the current balance. To avoid this situation, use “Increase balance” and “Decrease balance” options.
No. One user can be assigned to one department and one time zone group at a time.
As a workaround, if you need to assign a user to two departments but don’t need the time zone groups as such, you can use time zone groups as an additional grouping parameter for users.