Out of the box, there are 3 Time Off Types: Vacation, Holiday, and Overtime.
If you want to track additional types, with Entitlements and Use e.g. Sick leave here are the steps:
a) Add the new type in Time Off
Setup > Object Manager - Time Off -- Field & Relationships: Type (Type__c)
- Add the new Pick List Value
b) Add the new type in Time Off Accrual
Setup > Object Manager - Time Off Accrual -- Field & Relationships: Type (Type__c)
- Add the new Pick List Value
c) Add the new type in Time Off Details
Setup > Object Manager - Time Off Detail -- Field & Relationships: Type (Type__c)
- Add the new Pick List Value
This will allow the creation of Entitlements for the new Type.
In the creation of Time Off Details, the consistency of the Time Off Types is checked
(Tab: Time Off Accrual - select any record - action: "Process")
d) Add the new Type in Payroll Code
Go to tab Payroll Code and create a new record specifying the field Time Off Type with the name of your type.
Note that the type is case sensitive and that no consistency check is done.
Example:
e) Add Payroll Code to Project, Project Line, or Activity Type
Select the new Payroll Code in
- Project
- Project Line
- Activity Type
When a user then selects the Project/Line or Activity type, the Payroll Code is populated in the T+E Item, which is then used to create the Use record type entry in the Time Off.
Capture Actuals
You are entering the actual time in TE Items (via the Payroll Code in Project/Line/Activity).
To create the "Use" records in Time Off from the TE Items, the time entries need to be approved.
The "Use" records are created via the batch process
> Setup > Apex Classes -- click "Schedule Apex" and select the class "TimeOffActual"
Check the executions in > Setup > Apex Jobs
You can also start the batch process manually
- as an administrator from Tab: Time Off View - click on "Start Capture Actuals"
- in Tab: Time Off Accruals - any record - action: "Capture Actuals"