finish line implementation: time off calendars

TABLE OF CONTENTS

• Walkthrough: Creating Time Off Calendars
• Time Off Calendars
• Saving Your Timesheet Template & Enabling the Launch

Walkthrough: Creating Time Off Calendars

Time Off Calendars

You can use Time Off Calendars even if you're not using Finish Line Status. Assigning Time Off Calendars to reporters can help them complete their timesheets more quickly and accurately. Any days marked as time off will be pre-filled on their timesheet, but reporters can still override those entries if they end up serving on those days.

Follow these steps to create a Time Off Calendar:

1. Open the Time Off Calendars section of your Timesheet Template.
   
   
2. Select Yes under Use Time Off Calendars?
   
   
   
   
3. Enter a unique name for your Time Off Calendar:
   
   
4. You'll see the Time Off Reasons that you have designated to be used for the Time Off Calendar listed, if you'd like to make changes to this list click update next to Time Off Reasons:
   
   A new window will open where you can make adjustments to your Time Off Reasons. Here's an example of how you can add a new Time Off Reason to be used in your Time Off Calendar:
   1. Name your new Time Off Reason.
      
      
   2. Check the box to make it Available in Time Off Calendars.
      
      
   3. Select Add.
      
      
   4. Click Update to save.
      
      
5. Click Add next to the Time Off Reason you'd like to assign dates for in the Time Off Calendar.
   
   
6. A new window with a calendar will open. There are a few ways you can select dates in this space:
   • One-by-one - simply select a date on the calendar
     
     
   • Click Optional: Use a pre-selected date group - to quickly select all Weekend Days, all Federal Holidays, all Mondays, etc.
     
     
   • If you use a pre-selected date group - you can still add more dates or deselect a date as needed.
     
     
     
7. Once finished selecting dates for this Time Off Reason, scroll to the bottom of the calendar and select Confirm Dates to save.
   
   
8. You'll see the Total Days Selected count get updated based on the date selections you made.
   
   
9. Follow Steps 9-11 again to add dates to the other Time Off Reasons. You'll notice that if a date has already been given another Time Off Reason, it will no longer be selectable in the calendar:
   
   
10. Once you have finished assigning dates to all your Time Off Reasons, you can preview your completed calendar by selecting Preview Time Off Calendar.
    
    A new window will open. Hovering over a date will let you know it's assigned Time Off Reason:
11. If you ever need to make changes to the dates, simply select Edit next to the Time Off Reason dates you'd like to update.
    
    
12. Click Create Calendar to finish.
    
    
13. Your saved Time Off Calendar will appear on this table, there are a number of actions you can take in this space to manage your existing Time Off Calendars and create new ones:
    
    
    1. Select Create Another One to add a new Time Off Calendar
       
       
    2. Select Assign to assign reporters to this Time Off Calendar.
       
       NOTE: You will only see reporters who have been assigned to this Timesheet Template listed here.
       
       
    3. Select Clone to create a copy of your calendar.
       
       
    4. Select Edit to make updates to selected dates and their assigned Time Off Reasons.
       
       
    5. Select Delete to delete the calendar.
       
       
14. Finally, select Set when you have finished creating or updating your Time Off Calendars.
    
    

Saving Your Timesheet Template & Enabling the Launch

To save and enable your Timesheet Template’s launch, at the bottom of the page, click Create Timesheet Template.  

If you set your start date as today or earlier, your Timesheet Template will launch immediately once you connect it to Reporters.

Any changes made after the Timesheet Template is saved will be applied immediately and automatically for any unsubmitted timesheets.

You can Delete a template until Reporters are assigned and have allocated time to one more categories.