Page Comparison

When resources take time off, they need to provide a reason for it. From here you manage what those reasons are. It may be for a vacation, maternity leave, or jury duty. We recommend that you have your resources request their time off prior to taking it (if possible). With those hours scheduled in, the resource appears as unavailable for that day and won't be scheduled onto work they can't address.

Resources can optionally request time off from the Request Time Off section of Projector Web. In addition to requesting the time off, they must also report that time off in time entry. Previous time off, future time off, and time off balances are available for resources to review on their Request Time Off page.

Projector supports time off balances through hours tracking. These are enabled on a per reason basis. For example, you may track balances on vacation, but not on jury duty. An administrator enters your rollover and balance as of a certain date. We then track your balance from that date going forward. If, for whatever reason, a resources balance should change - then you can manually update their balance in Projector.

Projector does not support accrual calculations. This is because accrual is often a complicated equation driven by factors that differ for every organization (accrual rate, carryover days, comp days, etc). If you need a true, data-driven approach to your time off accruals, then you should use the /wiki/spaces/docs/pages/12915465 module Projector BI module to calculate and display it on a resource's home page.

For resources that need a long leave of absence, you should consider editing their resource profile and making them inactive rather than scheduling in a long period of time off. This can potentially reduce your monthly billing by reducing the number of active resources.

One aspect that sometimes confuses administrators is that resources must both request time off and enter time off. So Jim requests a week of vacation and then must also enter a week of vacation in time entry. This begs the common question - if Projector already knows Jim is taking the week off why doesn't it just fill hours into time entry automatically? Projector could, but has chosen not to for a specific business reason. It has been our experience that time off requests frequently change. Someone plans it, but then changes it last minute, or ends up working when they weren't expecting it. Rather than asking your users and administrators to re-enter and approve every small change - we simply ask the resource to tell us what really happened during their scheduled week off. History will always be correct because it has already happened! Note that Holidays are treated differently. For Holidays we find the inverse is true - holidays don't tend to change at the last minute. In addition, most resources actually take their holidays off. So Projector assumes you don't work on a holiday and no time entry is required. The goal in both cases is to reduce the administrative burden of tracking time.

Watch Best Practices: Year End Projector Tasks webinar (32:10) for a video demonstration of how to grant Time Off Balances.