Gradience Attendence Pro / Enterprise - Accrue No Time

Prevent an employee from earning a particular type of Time-Off... 

1. Click Time-Off Assignments on the left side of the screen and select the employee.

2. Double-click the field to the right of the appropriate Time-Off bank in the column called Assigned Time-Off Plan. A drop-down menu will open. Scroll to the None plan, click on it and then click Save.
The bank name turn white. Don't worry, it won't stay that way.

Note: If the None plan does not appear on the menu, go to the upper right and click on the X just under the Gradience logo.

3. Once again, go to the left and click Time-Off Assignments and select the affected employee.

4. Once again, click the field to the right of the appropriate Time-Off bank in the column called Assigned Time-Off Plan. A drop-down menu will open. Scroll to the None plan, click on it and then click Save.

5. If the plan is still not on the drop-down menu, it will need to be created.

Creating a Time-Off Plan that Accrues Nothing...

1. Click on Settings > Time-Off Plans > Plan Setup > New

2. You may click Yes to the Setup Wizard but these instructions proceed as if you selected No.

3. Under Plan Name enter None.

4. Under Time-Off Based On, select Length of Employment.

5. Under Each new year starts on, select January 1st.

6. Under Select how Often to Accrue, select Yearly, Once per year.

7. Under Select what to do with the prior year balance, select Carryover the balance from prior year.

8. At the top of the right hand side of the screen select No.

9. Set it to accrue by Hours or Days. It should match the way you display your time on the calendar. To set your Display Mode see Note below.

10. You should only have one level and is should look just like this illustration.

11. Click Save and Click Plan Description to read how this plan will function. It should look like the illustration here but your last line of text will not be highlighted in blue as mine is here.

To assign a None plan to an employee for a particular Time-Off bank, do the following...

1. Click Time-Off Assignments on the left side of the screen and select an employee.

2. Double-click the field to the right of the appropriate Time-Off bank in the column called Assigned Time-Off Plan. A drop-down menu will open. Scroll to the None plan, click on it and then click Save.
 The bank name turn white. Don't worry, it won't stay that way.

Note: If the None plan does not appear on the menu, go to the upper right and click on the X just “under” the Gradience logo.

Next, go to the left and click on Time-Off Assignments once again. Now double-click the field to the right of the appropriate Time-Off bank in the column called Assigned Time-Off Plan. When the drop-down menu opens, scroll to the None plan and click on it and then click Save.

Once again, go to the left and click Time-Off Assignments and select the affected employee.

4. Once again, click the field to the right of the appropriate Time-Off bank in the column called Assigned Time-Off Plan. A drop-down menu will open. Scroll to the None plan, click on it and then click Save.

 The bank name turn white. Don't worry, it won't stay that way.

The final result will look similar to this...

Setting Your Display Mode
Note: To set your Display Mode click Settings > Global Settings > Attendance. Look on the left side and you will see Display Mode. Set it, click Save > OK. Close out of the program and return to the program for the setting to take effect.

 

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