Manage Paid Time Off (PTO)

In this article, you’ll learn how to manage Paid Time Off (PTO) using CMap’s Time Off Accruals tool. Paid Time Off is typically enabled for CMap users who are based in North America. Accrual data and the amount of Time Off accrued for each User will be updated based on the information recorded on this page, so the tool can be a great time-saving way of updating multiple users’ PTO at once.

Accruals Data and the amount of Time Off accrued for a user will be updated according to the data saved in this page.

1. From your Dashboard, head to the Admin Tab by selecting the  icon, which you will find in the top right-hand corner of your Dashboard when you log in to CMap.

2. On the left-hand side of your screen, you will see the USERS & SECURITY navigation side extension. Scroll down to the bottom to find Time Off Accruals.

Your Security Group will need the Time Off Admin Permission enabled for this tool to display. Contact our Support Team if you this enabling.

3. You will reach this page. To find a user, press the User Please Select box, which will show your CMap users in a dropdown list. Then select the PTO Time off Type from the Please Select drop-down list.

4. Once a User has been selected, their Accrual data for that particular Time Off Type will display.

Here are the definitions of each column at the top of the grid:

Heading

Description

Start Date

 

The date that accrual starts from.

 

Is Accrual Type?

 

This shows whether the Holiday Code selected is set to accrue at this point.

 

Accrual Frequency

 

The frequency at which the user accrues Time Off for the Holiday Code. The available options are DayWeekBi-WeeklyMonthQuarter and Year.

Days accrued

 

Number of days accrued according to the frequency set.

 

Prevent Overbooking

 

When checked, this will prevent the user from booking more Time Off than they have accrued.

Accrual Cap

 

Entering a Cap value will stop the user from any more Time Off after this value has been accrued. For example, if the Accrual Cap is set to 30, the user will only ever accrue up to 30 days.

 

Override Office Settings

 

If selected, the settings created on the individual user will be used. If not selected, then the Office level settings for the Accrual Holiday code will be in effect.

You can perform the following tasks when the tool is populated:

Delete: You can delete all lines, if no data is present for a user, then they will have no time off accrued. 

Edit: Edit the row, however, the start date should never be the same date as any other record. If you enter the same start date a red highlight around the Start date entry window will appear and you will not be able to save the change.

Add a new line: You can add new line but the start date should never be the same as any other record, if the same date is entered a red highlight will display not allowing you to save the change.

You can also make changes to an individual’s Time Off Allowances in the Your Users section in the Admin tab. 

Hopefully, you can now manage PTO using CMap’s Time Off Accruals tool.  Keeping user’s Accruals data and the amount of Time Off accrued up to date is important, so using this tool is effective as it saves any changes for your users.  

Updated

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