While recording employee time off in Karbon is not mandatory, it can be beneficial for firms seeking a comprehensive view of how employees allocate their time.
If you find it useful to track time off, follow these steps:
Create a Contact for Time Off: Set up a contact named "PTO" (Personal Time Off) or any preferred name. Instruct employees to log their time entries against this contact.
Organize by Team: For larger organizations with multiple teams, you may create individual contacts for each team to manage and track time off more effectively. Consider setting these contacts to private or hidden if the information should not be accessible to everyone.
Use Non-Billable Task Types: Establish a non-billable task type specifically for time off. This will help you identify, report, and analyze these entries more efficiently.