Working with scheduled benefits
If your firm is licensed for the Staff Management module, your staff may use [[product_name]] to submit vacation requests and other scheduled benefit requests, and supervisors can approve submitted requests. Use the Scheduled Benefit dialog for both submissions and approvals of scheduled benefits.
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To submit and approve scheduled benefit requests, the following items must be set up in advance:
- Your firm must either have activities set up as accruable benefits (such activities might include Vacation, Sick Time, or Floating Holiday) and/or have activated Comp Time on the Benefits tab of the Firm setup screen.
- The benefit must be enabled for the staff member on the Benefits tab of the Staff screen.
- Staff must have Add and Edit security privileges for Data > Schedule Item Data > Staff Management Schedule Item Data.