Tempus includes a simple PTO tracking feature that allows
consultants to enter time for Paid Time Off. PTO tracking uses a special
timesheet that provides columns for PTO catagories like holidays, non-billable
time, paid time off like vacation and of course, regualar billable time. A special
PTO Report is used to provide administrators with aggregated information from
the PTO timesheets. Clients see only the billable time from PTO timesheets in
exactly the same format as the standard summary timesheets.
To set up a consultant to use PTO tracking, go to the user
record and set the timesheet format to PTO_Nonbillable. This will work for
both salaried and hourly type personnel. When the consultant opens a new
timesheet, Tempus will load the PTO timesheet instead of the standard summary
A snippet of the PTO timesheet is shown below. It includes
all the features of the standard, summary timesheet, plus extra fields that
allow the consultant to segregate her time by category.
The columns on the report show the categories of time that
can be reported. Holiday, of course, is used to report holiday time, PTO is
used for all other paid time off like vacations, birthdays, etc. Approved
Non-Billable and Unapproved Non-Billable are special cases and can be used as needed
for other purposes.
The Client’s View
The client sees only the billable time on the PTO timesheet
plus the optional description. Note that the entire description will be visible
to the client. In the example above, the client will see “Dev project 999.
Doctor apt. afternoon”. Only billable time and the descritpion is shown on
the consultant’s timesheet print option, the approval email to the supervisor
and the administrator’s Timesheet Report.
The PTO Report
PTO by Contract shows the PTO reported by each consultant, sorted
in contract sequence. The summary version shows the total of each PTO category,
while the detail version shows PTO reported on each timesheet. PTO can be
viewed in this way for any time period, a day, three weeks, a year, etc.simply
by selecting the appropriate date parameters when the report is run.
Here is a snippet from the detail version of the report: