Configuring Benefit Time in ProPunch

The Benefit Time side tab allows benefit time settings to be configured for the employee. You may select a pre-defined benefit profile to be selected or configure a new one for the selected employee.

Notes:

• The configuration of an employee’s benefit time is exclusively accessible to Administrators.

To configure a benefit time profile, follow these steps:

1. Log in to the ProPunch application with an administrator profile.
2. Go to My Employees >> Employee Setup >> edit the employee >> click on Benefit Time.
3. Check the box:
   • Select Benefit Time Profile then select a pre-defined benefit profile.
   • Configure Custom Benefit Time Profile
     • Select Benefit Year
       • Employee Start Date
       • Calendar Day (mm/dd)
4. To track time off categories, check the box under the Enabled column.
5. For each enabled Time Off set the following values as needed:
   • Annual Time Allotment – this value determines the initial allocation of time given to an employee at the beginning of each Benefit Year for this particular Time Off (000:00 to 999:99).
   • Maximum Carry Over – this value determines the maximum amount of time that can be carried over to the next Benefit Year (000:00 to 999:99).
   • Days Before Time Off Can Be Used – this value determines the number of days from the employee’s start date the employee must wait before becoming eligible to use this Time Off.
6. Click Save.
7. After saving benefit settings for the first time, the Time Off Balances section will show the employee’s Current Benefit Year along with the following values for each enabled time off:
   • Starting Balance – initially set to the same value as Used. On the first day of the following benefit year, this value includes any carried-over balance from the previous year.
   • Used – the amount of time taken during the Current Benefit Year.  This value also includes any future time the employee has scheduled within the Current Benefit Year.
   • Remaining - the difference between Starting Balance and Used.
8. To edit a time off balance:
   • After the initial configuration of benefit settings, the Remaining value for each time off will be zero; therefore, the employee’s current balance will need to be manually updated before any time off can be used (entered on the timesheet).
   • Click the Edit icon for the time off. The Edit Balance window appears.
     • Add – Select this option to add time to the existing balance.
     • Subtract – Select this option to deduct time from the existing balance.
     • Set – Select this option to set the Remaining balance to the specified value.
     • Reason – This field is optional; up to 200 characters are allowed.
9. Click Save.
10. An employee’s balance change history can be viewed for each time off.
11. Click the View History icon for the time off.
12. View History report includes the following data:
    • Time – date and time when the change was made. By default, the most recent change is listed first.
    • Change Type – the change that affected the time off balance. Possible values include:
      • Annual Allotment – balance change due to the Start of a new Benefit Year occurring.
      • Balance Edit – balance change due to a manual edit.
      • Benefit Settings Change – balance change due to a change in Benefit Time settings.
      • Carry Over – balance change due to time being carried over from the previous year.
      • Start Date Change – balance change due to a Start Date change.
      • Time Entry – balance change due to a Time Off entry being added to the timesheet.
      • Time Entry (Deleted) – balance change due to a Time Off entry being removed from the timesheet.
      • Time Entry (Edited) – balance change due to a Time Off entry being edited on the timesheet.
    • Time Entry Date – applies only when the Change Type is Time Entry, Time Entry (Deleted), or Time Entry (Edited). Displays the date of the time off entry.
    • Balance Change – applies to all change types. Displays the amount by which the balance increased/decreased: negative changes appear with a minus sign.
    • Time Used – applies only when the Change Type is Time Entry, Time Entry (Deleted), or Time Entry (Edited). Displays the amount by which the balance increased/decreased as a result of the time entry being added/removed/edited; negative changes appear with a minus sign.
    • Comment – applies only when the Change Type is Balance Edit. Displays any comment entered when the balance was edited.