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Time Off - best way to track in Acumatica?

  • March 24, 2025
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What is the best way to record and track employee time off so that it not only flows through payroll but also onto the appointment/scheduling board?  Any options other than creating an appointment or work order and scheduling everyone through that?

Best answer by vdiaz

Hi ​@kerrim 

Please read this article about it. 

However, you need to consider that Acumatica will not forbid users to schedule appointments to techs on the time marked as unavailable. The unavailability schedule reules mentioned in the article with be more a visual aid on the calendar so that the dispatcher is aware of the time off and will not schedule the appointment during these time slots. 

Another important consideration to mention is that, this functonality has no integration with Payroll. 

I hope this helps. 

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2 replies

vdiaz
Acumatica Moderator
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  • Acumatica Moderator
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  • March 25, 2025

Hi ​@kerrim 

Please read this article about it. 

However, you need to consider that Acumatica will not forbid users to schedule appointments to techs on the time marked as unavailable. The unavailability schedule reules mentioned in the article with be more a visual aid on the calendar so that the dispatcher is aware of the time off and will not schedule the appointment during these time slots. 

Another important consideration to mention is that, this functonality has no integration with Payroll. 

I hope this helps. 

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KushaniPerera88
Acumatica Employee
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Hi ​@kerrim 

Here are few more help articles about setting up time tracking 

 

Time Tracking: General Information
Staff Schedules
Staff Schedules: To Create a Schedule Rule and Generate the Work Schedule

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