In this article you will learn how to:
Here is a quick video walkthrough:
How To Delete A Time Off Record
Go to 'Employees'
Go to the employee you need to make a change on
Go to the 'Time Off' tab
Select the record you want to delete
In the bottom left corner of the record, there is a orange 'Delete' button, press this
OR
Go to 'Employees'
Go to the employee you need to make a change on
Go to the 'Time Off' tab
Select the little box on the left side of the record you want to delete
Select the little blue downward arrow beside 'Type
Select 'Delete Selected'
Select 'Yes' on the pop-up
How to delete or edit a time off record when a timecard is approved
Approving a timecard locks the information related to this timecard, including any time off records. To edit or delete a time off record, please follow these steps:
If you see a lock symbol beside a time off record you're trying to edit, this means it's part of an approved Timecard. Clicking the lock will bring you straight to the relevant timecard.
Otherwise, navigate to the employee's timecard that covers the date on the time off record
Unapprove the timecard by clicking on the red Unapprove Timecard button on the right of the screen
Return to the time off record and delete it or make the necessary changes
Return to the timecard and check that the changes have taken effect
Approve the timecard
NB: To follow these steps, a user must have the relevant Timecard permissions including View payroll information and View, Edit and Approve Timecards.
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