Looking for a PTO entry/request solution in NetSui...
# administration
j
Looking for a PTO entry/request solution in NetSuite that is not SuitePeople - we're using a separate solution for HR and other items, and we don't want to buy a license for a module and end up using only a small portion of it. Any ideas of what's out there?
s
I did built a travel requesting module for suiteworld demo - it can be repurposed. still will need employee center license https://static.rainfocus.com/oracle/suiteworld22/sess/1652138489375001s8Os/PDFPF/ADM111[…]nce%20Your%20Business%20Processes_1664574066993001VxgW.pdf
using custom records, calendar/event, and workflows you can achieve this
j
This is great! It gives me a great idea and concept to go off of.
Thank you
s
@JC create a custom record to hold the PTO dates - make the employee as the parent record, set approver/supervisor automatically from the employee record. Have a simple workflow for the approval process. Once approved use another workflow to create event or calendar entry for that employee as time off. Now you may need to add a custom field in the employee record to hold the PTO allotment ( can be a custom list or record) - same thing for sick days or other types of time off (many way to achieve that) . This value will be checking or validation point for the employee time - you can track usage. Wish I had time I could mimic the time off process of any HRIS in Netsuite (without the suitepeople). Just a few pointers for now, hit me up if you need some help.
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