Time off policies define the rules that will be applied to the employees. You can create several policies if your employees have different time off allowance i.e. yearly amount of vacation allowance they are entitled to take.

You can create numerous time off policies to group your employees e.g. Full-time employees, Part-time employees, Trainees, Freelancer etc. Here are a few examples.
 

Time off policy #1:
Name: Full-time / senior level
Vacation: 🏖 28 days, Approval required, carryover possible
Sick leave: 🥴 Unlimited, Auto-approved
Remote: 🏡 25 days, Approval required, Not considered as absence


Time off policy #2:
Name: Full-time / junior level
Vacation: 🏖 22 days, Approval required, carryover possible
Sick leave: 🥴 Unlimited, Auto-approved
Training: 📗 5 days, Approval required, Not considered as absence
 
Time off policy #3:
Name: Part-time employees
Vacation: 🏖 18 days, Approval required, No carryover
Sick leave: 🥴 Unlimited, Auto-approved

I. Create time off policy

  1. Go to Settings / Time off
  2. Click on Policies
  3. Click Create policy button
  4. Enter policy name and click Save and continue
  5. In the next step you can configure the rules (Step II)

 

II. Set up the rules

  1. Navigate to Time off types tab
  2. Click on the time off type you want to set up (see description of the rules below)
  3. Configure time off rules
  4. In the next step you can assign your employees to the policy (Step III)

Allocation method

  • Accrual: Allowance will be granted based on accrual rules e.g. for vacation
  • Unlimited: Employee time off usage will be unlimited e.g. for sick leave

Accrual allowance
Amount of days employees can take per accrual period

Accrual period

  • Jan.-Dez.: Accrual allowance will renew on 01 January each year
  • Juni-Mai: Accrual allowance will renew on 01 June each year
  • Custom: Accrual allowance will renew on a custom renewal date

Accrual frequency

  • Upfront yearly: Yearly allowance will be granted at the start of yearly balance period
  • Earned monthly: Monthly allowance will granted on the last day of each month

Allowance usage

Usage period

  • In the current accrual period: Accrued allowance will be available from 01 Jan (N) to 31 Dec (N)
  • In the current and next accrual period: Accrued allowance will be available from 01 Jan (N) to 31 Dec (N+1)

Absence

  • Checked: Attendance time will be automatically tracked based on employee's workweek
  • Unchecked: Employees will be required to track attendance time

Approval
Checked: Time off requests will be automatically approved
Unchecked: Time off requests will require approval

Unused allowance

Carryover

  • Employees cannot carry over unused days 
  • Employees can carry over unused days 

Carryover limit
Number of days employees can carry over

Expiration

  • If activated, unused days will be deducted on the expiration date each year
  • If not activated, unused days will not expire

III. Assign employees

  1. Open the Assigned tab and click Assign button
  2. Mark employees you would like to assign and click Save changes button
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