How to run the Time-Off Balance Summary Report by Days instead of Hours (HR Module)

AI generated answer (using internal Slack threads):

To run the Time-Off Balance Summary Report by Days instead of Hours in the HR Module, you would need to create a custom field and a workflow to convert the hours into days. Here are the steps: 1. Create a custom field on the Employee record to store the Time-Off Balance in days. You can do this by navigating to

Customization > Lists, Records, & Fields > Entity Fields > New

. Set the Label to something like "Time-Off Balance (Days)" and make sure it's a numeric field. 2. Create a workflow that triggers whenever the Time-Off Balance (Hours) field is updated. This workflow should contain a single action that sets the value of the Time-Off Balance (Days) field to the value of the Time-Off Balance (Hours) field divided by the number of hours in your workday (typically 8). You can do this by navigating to

Customization > Workflow > Workflows > New

. Set the Trigger Type to "On Record Submit" and the Trigger On to "After Record Submit". Add a new action of type "Set Field Value" and set the Field to your custom field and the Value to

{timeoffbalancehours}/8

. 3. Run the Time-Off Balance Summary Report and include your custom field in the report. You can do this by navigating to

Reports > Employees > Time-Off Balance Summary

. Click on "Customize" and add your custom field to the report. Please note that this solution assumes that your workday is 8 hours long. If your workday is a different length, you should adjust the formula in step 2 accordingly. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******