PTO Features

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. 

Set Up

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 format. 

The Timesheet

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: 

 

 

 

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