Manually Editing Employee Profile Banks & Performing Bulk Edits
You can manually adjust an employee's Time Off Banks by going to their profile, and clicking the Time-Off Accrual tab:
From there, you can adjust any bank and their amounts by clicking either the +/- buttons. Once an adjustment is made, that is added to the accrual history log for that user.
To bulk edit accruals for many users
If you need to make a change to many different users, who are apart of the same Accrual Profile, you can do that simply in a couple clicks. First, go to Time Offs -> Setup Accruals in the left hand menu bar. Then click 'Bulk Edit Accruals':
From there, select the profile that you want to edit and all users you want to make the changes to:
Then, select the bank(s) to adjust. You can select one or many. Enter the adjustments, add an option note, and click Apply bulk accrual change:
Note: A log entry will be made for all users that you bulk adjusted.
There is an easy way to apply batch changes to multiple employees at one time. Go to Employees > Add/Edit Employees From there, you'll see the Batch Edit Users at the top of the list of employees You will want to check the box by their name first. ...
Time Off Accruals
Note: In order to access the Time Off Accruals module, it must be enabled in Admin system settings > Modules. Target Solutions scheduling offers a complete Time Off / Accrual Tracking module. This allows the system to track, deduct, and credit ...
Setting Up Employee Accrual Profiles
Note: In order to access the Time Off Accruals section, the module must be enabled in Admin system settings > Modules First, you will need to create Accrual Profile(s) within the system. 1. To Create Accrual Profiles: Log in as an Administrator, and ...
Edit User Profile
Users may choose to update their personal profiles at any time, simply by clicking their name in the upper left corner and choosing "Edit Profile." Here, users can change their personal details, update their phone number and preferred contact methods ...
The bulk change feature is designed to allow for easy movement on the schedule that affects one or more employees. Whether it's moving several individuals on the same shift to time off or switching them to a new assignment, there is an easy way to do ...