It's important to know when your team is clocking off for a well-earned break. In Streamtime, you can keep an eye on everyone's holidays without making it a logistical nightmare. We'll show you a straightforward way to log leave time by setting up an internal job. This makes it simple to monitor and report on time off, so you know exactly who's in and who's out. Ready to find out how? Let's dive in.
🔨 Build the Leave Tracker
To set this up, all you need to do is create an internal job and call it something that implies taking time off, such as 'Holidays/Leave.'
As this job is non-billable, we will need to mark it as non-billable. Read more about non-billable jobs here.
Within this job, add items for different types of leave - Annual Leave and Sick Days are the two big ones, but feel free to add any more you find necessary.
Now you can set up each item like this.
Type of leave as the name of the item.
Assign your entire team
Use the hours' column as each team member's leave balance.
Use the checklist function to add any procedures you might have around leave.
We've got a brand-new leave tracker, and it's time to put our hard work into action!
Shivi has put together a straightforward video to show you how our leave tracker can be a game-changer for your business. Give it a watch to see how it works.
🗓️ Planning Time Off
Great news! Luke's manager just gave the green light on his annual leave from 21/12 to 23/12. Now, all we have to do is ensure that it gets logged into our new leave tracker correctly!
First, let's head to the Schedule Screen (G+S)
Find the first date of Luke's leave and double-click.
Find your 'Holiday/Leave" Job.
In the item field, select the type of leave.
In H / DAY, enter Luke's regular hours worked per day.
Under DAYS enter the total days for Luke's leave.
Now under REMAINING, you will see his remaining leave Balance.
Click Create To Do, and Boom!! Luke's leave is now on your schedule.
When Luke returns from leave, have him move his Annual Leave To Do's to complete to mark the leave as taken.
🎉 Public Holidays
Easily schedule your team's public holidays in one go by using repeating To Dos. Watch the video below to see how.
👷🏽♂️ Build a Leave Report
Head to the Time list to see all time off entries logged, along with totals. The best way to see this is to add a job name filter for the name of your time off job.
Now Group By Item Name.
You might want to save this as a favourite.
Or Export it
⏬️ TL;DR
Create an internal job called 'Holidays/Leave' to track leave in Streamtime
Add items for different types of leave such as Annual Leave and Sick Days within the internal job
Use the hours column as each team member's leave balance and add any procedures using the checklist function
Plan time off by selecting the type of leave, regular hours worked per day, and total days for the leave in the Schedule Screen
Allocate public holidays to one team member and duplicate it to everyone else using 'ALT' or right-click button
Build a leave report by heading to the Time list and adding a job name filter for the name of the time off job, then group by item name and save as a favorite or export it.