Log holiday time from work schedules calendar
We are trying to set up time tracking for users, so that when there is a holiday for the team, or somebody has PTO scheduled in the work schedule. So if there is a holiday it will add that time to their time log. I thought I could do this via a task, using the method in this post so I set up a request form, filled it out and that is all great.... however if a user has PTO set up in the work schedules calendar, I can't assign the task to them on the days they have off. since it is a task and they get bumped.
I would like to assign the tasks to the days they actually have off or more ideally, if there is PTO or Holiday time in the work schedule calendar, it automatically enters the time in their log on that day.
Any thoughts?
Hi Justin Loeloff,
Thank you for your question!
You are correct that it's not possible to assign a task to a user who has PTO scheduled for the same day because of the Automatic Task Rescheduling that occurs. However, if the task has multiple assignees and at least 1 of them is not scheduled to be off, then the task's dates will not be shifted.
If you are using a request form to make your tasks, then you can create your request to add an assignee to keep your tasks from being automatically rescheduled. Because everyone is off on holidays, you may want to consider creating a new work schedule that doesn't have any non-working days and using this work schedule for the assignee specified in your request form.
However, if you need the days off entered into the Timelog, each user would still need to do this themselves. Please remember that you can edit another user's time entries, but it's not possible to create a new time entry for another user.
Please let us know how it's going and if you have any questions.
Have a productive day! 😃
Hey @...
Thank you for that detailed answer! I think that will solve it for me, and love that idea about the holiday schedule. I will just keep me assigned to all of the tasks and add me to that schedule.
I would say as a feature request, it would be great to have the work schedule calendar populate the time off in to users time log, so that we don't have to basically duplicate time. AND to be able to specify how many hours a user is taking off, when adding time to that calendar. Right now you can just pick the day and say PTO or Vacation, but if they are only taking a half day, there isn't any way to account for that.
Thanks again!
Happy to hear that Aaron's suggestion helped, Justin Loeloff! Thank you for your feedback 🙂
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover
Hi,
I second the suggestion that days marked as PTO/Vacation (both on default work schedule and individual workshedule) auto-populate in the User's Wrike timesheet.
We're having to look at using a generic task for team members to log their Vacation and sick time so we can accurately capture those hours on a weekly timesheet. It's duplicate effort for what could hopefully be an automatic population by Wrike.
Thanks!
Thank you for your feedback Kate Russell! So Aaron's suggestion above won't work in your case?
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover
Hi Lisa,
We are trying to keep our work schedules streamlined and reduce tasks for our team. Our solution is a single unassigned PTO task that everyone can log time to from their timesheet. So the Work Schedule will block their time on the front end with use of non-working days and the timesheet will capture the time on the back end on a single task for the whole team that we don't have to assign.
Being able to show time off as unavailable in the Workload chart is really useful. Having that time auto-fill to that person's timesheet when it's blocked on their work schedule would simplify the process.
Thanks a lot for clarifying Kate Russell!
Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover
Lisa Wrike Team member Become a Wrike expert with Wrike Discover