Leave Tracking on Timecards
Timecards can record any leave (paid and unpaid time off) that a client organization or supplier/vendor has approved a worker to take. The leave time label appears in supported timecards when a worker logs their leave time when submitting billing.
The workflow for time off sends the timecard (as entered by the worker to the Payroll team (status='Pending MSP Review') for manual processing. You can use the legacy process, or configure how the supported time off is recorded in a connected ERP system. It is important to note that not all timecards support leave tracking, even if they have the option to log sick time. In this case, the legacy workflow is used. It is also important to note that leave tracking is only available for Payroll engagements. Other engagement types use the legacy workflow.
You can set worker entered sick time to be sent to a client manager for approval, or to be automatically added to an invoice in the client countries Process Billing configuration. See Process Billing.
MSP fees are applied to paid or unpaid leave using the fee application setting in the client organization's configuration (). The fee is either applied to the item using the configured fee, or using a separate markup value configured for paid time off. For more information about configuring this separate fee, see Client Location Leave Tracking.
Leave can be paid time for hours that are marked 'sick' or paid time off (PTO). If leave tracking is enabled, time off accrual balances display in the timecard. A worker selects the leave type from the Type drop down in the timecard time configuration.
You can set up a label for paid and unpaid leave. The label that appears in the drop down is configurable at the client country level. Along with the label configuration, the client's leave tracking configuration also requires an earns code for the time. For more information about setting up leave tracking, see Client Location Leave Tracking.
Paid and unpaid time off is added in the Billing tab of an engagement.
You can view a worker's PTO amounts in the Billing Elements table for an engagement ().
The worker's timecard (in the Worker view) displays the paid time off totals. They can view the amounts in the Allocation section of a submitted timecard.
