Overview
EZTime allows you to manage vacation and sick leave balances for each employee - including setting a current balance, a maximum value, and automatic blocking when the balance runs out.
When balance management is enabled, the system will block the entry of vacation or sick days for an employee who has used up their balance. The employee will also receive a notification that they cannot submit additional requests.
You can enable management for vacation only, sick leave only, or both - depending on your needs.
Method 1 — Set a Balance for a Single Employee
Step 1 — Access the Employee Profile
Go to the employee list and click on the relevant employee's name or the edit button in their row.
Step 2 — Set the Balance
In the employee profile, click the "Personal Limitations" tab.
Enable the "Apply Vacation Limit" and/or "Apply Sick Day Limit" option, and enter:
Current value - the number of days the employee currently has
Maximum value - the upper limit the employee can reach (negative values are also allowed)
Click "Save".
Method 2 — Bulk Update via Excel File
To update balances for multiple employees at once, you can upload an Excel file instead of updating each employee individually.
Step 1 — Download the Template
Go to the employee list. Under "Group actions & Settings", download the "Import Balance data" file.
Step 2 — Upload the File
In the same window where you downloaded the template, upload the completed file from your computer and click "Submit".
