General overview of Time Off setup
The configuration of time off rules and regulations is made up of two parts.
- Policy Type setup
- Policy setup
What is a Policy Type?
A policy type is the name of the type of absence an employee can request. Typical policy types are Holiday, Sick, Vacation, Work from home or any other type of absence that the company manages. In addition a Policy type could pertain to absences that are only applicable under specific circumstances (such as Wedding, Maternity Leave or Childbirth).
The policy type holds general definitions of the absence (such as whether it is tracked in days or in hours or whether it is considered a paid or unpaid time off) but it does not define the regulation itself as to how the allowance is calculated, what is the annual entitlement, are unused days that are left in the balance are carried over to the following year and so on. Since the regulations may change based on the employee's role (a C-level employee, for example, might be entitled to 25 days of vacation where a Line Manager is only entitled for 20 days of vacation), or based on different legislation for different sites (in the UK the holiday entitlement is different than in the US), a given policy type, have multiple sets of rules and regulations. These are called Policies.
What is a Policy?
A policy is a collection of rules that govern a type of leave. With bob, you can add as many policies as you need for your organisation. For example, you can have a sick policy that would grant employees 20 days (where the whole amount is given at the beginning of the year), and another holiday policy that would grant employees 20 days (but the days are accrued on a monthly basis) and another group which has no allowance and are entitled to request as many sick days as they want to.
Employees are therefore assigned to a specific policy that pertains to a policy type.
When an employee requests time off or wishes to monitor his balances, he will be shown with the policy type (that is he will be able to request a Sick leave or Vacation) but behind the scenes the policy the employee is assigned to will dictate the values such as current balance, how many days can be requested, etc.
To create and manage Policy Type
To create and manage Policies