Target Audience:

Admins

Starting point

Navigate to General settings (the bottom most menu item) and click on Time Off from the side menu.

The first tab "Policy Types" is where the policy types are created and managed.

Creating a Policy Type

The first thing you want to do is set up is the list of all policy types that will be used in the organisation.

In the Time Off settings >> Policy type, you will see the out of the box policy types that were pre-generated by the system. You can create a new Policy Type by clicking the "Add new" button.

When creating a new policy type, the following information must be added.

  1. Name
  2. Unit: whether the policy type (and all policies that will be linked to this policy type), will be tracked in Days or in Hours.

Please note: when a policy Unit is defined in Hours, an additional parameter called "Minimum time to request". will show. Use this parameter to define whether for a policy type that is tracked in hours, the minimum time off interval that can be requested is "Half a day" or a "Full hour".

  1. Activity type: define whether an employee that requests time off would have the leave defined as "Not working, paid" (typically for paid vacation, paid sick and so on), "Not working, unpaid" (for unpaid leave) or "Working") which means that although the employee is not on premise he is not really absent but working (for example Business Travel or Working from home).
  2. Bookings: define whether an employee can book time off only on his working days or on all days (including non working days)

A policy type where Unit is in hours

When configuring Time Off policies, you should create your policy types first before adding policies to each type.

Review and order the policy types

Any policy type that is created will be added at the end of the list of cards, where each card is a policy type.

The policy type card comes in two states: minimised and expanded

Minimised state: will show the name of the policy type and the policy type colour (which is set automatically by the system)

Expanded state: clicking on a policy type card, will expand the card and will show basic parameters about the policy type as well as total policies that were created for this policy type

The order of the policy as defined in this screen will be consistent all across the time off module. When an employee requests time off, the order of policy types will be based on this screen's policy type order.

To change the order of the policy types, simply click the type and drag it over other policy types.

Editing and deleting a policy type

A policy type can be edited by clicking the ellipsis menu at right hand side of the card. Any policy can be edited by clicking "Edit" but only policy types that have no policies linked to them can be deleted (by clicking "Delete").

When clicking "Edit" the policy type pop up screen will open (in edit mode)

All fields can be edited except from "Unit". If the unit needs to be changed (from say Days to Hours), create a new policy type and new policies for this type.

For Policy types which have no policies linked to them, clicking "Delete" will prompt you whether you really want to delete the type.

That's it. You are now ready to configure a new policy

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