How to track your team’s time off
Last updated on: December 22, 2021
In addition to tracking work time, your team can also track vacations, sick leaves, and other PTO stuff with Clockify.
You can create a project called “Time off”, make it public, and then people can log their vacation days by creating 8h-long time entries on the “Time off” project. Or, you can use the Time off module so people can request time off and track available days or hours.
Using Clockify as a vacation tracker
On one hand, you have small companies that use Excel/Google Sheets to track vacations. On the other, you have big organizations that use extremely complicated payroll and PTO tracking software. There’s nothing in the middle.
If your team already logs their work hours in Clockify, they can also use it log their time off, thus being the optimum vacation tracker solution for everyone who’s not a Fortune 500 company.
By tracking both work time and time off in Clockify, you’ll have all the time data in one place, plus make PTO management and balance checking super simple.
How vacation tracking works
- Create a “Time off” project and make it public
- When someone wants a day off, they type 8h in the time tracker, select the “Time off” project, select the desired date, and create a time entry
- If someone wants to take more than 1 day, they can create multiple entries for each date they will be absent. To make the process quicker, they can log time in the Timesheet.
- Management and HR can run time reports and see who’s absent and when.
If you need to differentiate between different types of time off, you can create tasks for each type: vacation, family leave, sick leave, sabbatical, half-day, etc. Then, when a person logs time off, they can be more specific and you can have more granular data in reports.
If someone decides to cancel their vacation, they can simply delete the entry. Or, even better, notify the manager about the change so the manager can delete it for them.
What about holidays?
If you wish to designate public holidays so people can see that they don’t need to track time there, you can add the time for those days yourself.
Simply go to Detailed report, add time for team, choose a PTO project, add holiday note, select team members (all or some specific), and Add.
Then, people will see in their timesheet that the time for the hoilday is already prefilled, indicating that they don’t need to track time for it.
What about unpaid leave?
How to track unpaid leave in Clockify? It depends on whether you use hourly rates or not.
- If you calculate payroll with Clockify, then a person can just mark time entry as non-billable.
- If you use Clockify just for time data, then you can either create a new project for unpaid leave or create “Unpaid leave” task in the “Time off” project. Another option is to use a tag.
How you’ll track unpaid leave will depend on how you organize your data and use reports. If you want to differentiate between paid and unpaid leave in the Weekly report, create a separate project. If you want to see all absences in one place, use tasks to differentiate between different types of time off.
What about breaks?
Most workplaces have paid 30min lunch breaks. You can account for them in the same way as time-off – by creating a time entry. Only in this case, it might be a better idea to put all the breaks into a separate project, so they don’t get mixed up with whole time-off days.
Another option is to create a “break” tag. Employees can create a 30-min time entry, leave it without a project, mark as nonbillable, and attach “break” tag. Later in reports, you can filter out entries with the “break” tag to calculate payroll or billable hours.
Checking PTO balance
When planning time off, your team can check how much vacation days they have left. All they have to do is run a Summary report and filter the data by “Time off” project.
They can see how much time they’ve logged for time off and divide it by 8 to get the number of used-up vacation days.
By using Clockify for PTO balance, you’ll never get the question: “How much vacation time do I have left?”
- The team tracks their work hours and attendance (clock-in clock-out style)
- Run Summary report to see how much time each person worked that month or year,
- Calculate the number of days off people accrued: (Total tracked time – Time off) / 8
- Compare the result to the number of work days in that year (you can use this working days calculator)
If people have a specific number of hours they need to log each day, you can set targets and reminders for them and Clockify will remind them to log their time if they forget. Also, you can set a reminder if someone goes over their target.
Tracking accruals and balance
Clockify has full “Time Off” module that lets you define time off policies, requests and approve leaves, and track accruals.
First, you’ll need to enable “Time Off” in workspace settings and set up time off policies and holidays.
After that, you can visit the Balance tab to add accruals, and then let people request time off, which their managers can approve.
You can also visit Timeline tab to see all upcoming leaves and holidays.