Tracking vacation time requests

Is there a way to prevent employees from logging time as Vacation when they've used up all their vacation hours? 

Yes, you can allocate vacation time to employees and then lock the project by allocated units. This is set up in the Allocation and Forecasting screen of Core. Here is what you need to do:

  1. Allocate employees to an internal overhead project. 
  2. Allowable vacation time can vary from employee to employee. So allocate allowable number of vacation hours/days to the employees for the desired date range, say a year, and that overhead project. Check the Core Help for details.
  3. On this project, set up a rule not to allow employees to go beyond the allocated hours. This can be done on the Projects > General > Rules & Contacts screen. Check the Core Help for details.

The alternative way is to require your employees to request PTO and have it approved before they take vacation time. A proper submit-approve workflow needs to be set up in Core for the employees. So when people try to take off or call in sick, you can check their PTO balance in Core. The vacation request should be rejected by the supervisor in case it exceeds the allowable limit. You can also run a PTO report at monthly intervals as an early warning system. Check the Core Help for details.

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