Allocation Sets

This article goes into detail about Time Off Allocation Sets. For just a general overview, visit the Guide to Timesheets article.

Time Off Allocation Sets

Found in the top right corner of the Allocated Time Off page, the "Create Time Off Allocation Set" page gives the option to create sets used to allocate time. These sets can only be created with Time Off Types created first.

Creating Time Off Allocation Sets

Click the "+ CREATE ALLOCATION SET" button and fill out the fields given:

• Start Date
• End Date
• Allocation Set Name
• Time Off Type
• User (no selection will apply set to ALL USERS)

Viewing Time Off Allocation Sets

Once allocation sets are created, they are listed in the table by user. The top bar has filters, Year and Time Off Type, which apply to the table. The table details include:

• Name of User
• Time Off Set
• Start Date
• End Date
• Time Off Type (and amount of hours limited if any)
• Actions
  • Pencil icon - edit or delete allocation set for all users or single user
  • Plus icon - create an allocation set for the user