Time off · How-to
Set your time-off policy
Choose yearly allowances, whether requests need approval, the working week, the holiday calendar and how many days carry over.
Open the policy
On Time off, choose “Time-off settings” (under ⋯ on a phone). The “Time-off policy” dialog opens. The item is there only if your role can change Time off settings.
Set the allowances
Enter “Vacation days / year”, “Sick days / year” and “Personal days / year”. Changing one updates everyone's balance of that type for this year: days already used stay used, and vacation keeps the days carried over from last year.
Decide on approval
With “Require manager approval” off, every request is approved the moment it is sent.
Set the working week
Pick the days under “Working week”. It is the default for everyone; a person's own week, set in “Edit profile” on their record, overrides it.
Choose the holiday calendar
“Ukrainian public holidays” is off by default, because under martial law they are working days. Switched on, holidays stop counting as leave days, and a holiday that falls on a weekend also gives the next free weekday off.
Carry over, accrue and save
“Carry over up to” sets how many unused vacation days move into the next year. With “Monthly PTO accrual” on, vacation is earned as the year goes: on the 1st of each month balances grow by a twelfth of “Vacation days / year”, so in September they hold nine twelfths. Off, the whole allowance is there from the start of the year. Press “Save settings”.
Common questions
- Can I change the time-off policy on the phone?
Yes, with the time-off settings permission: the allowances a year, manager approval, monthly accrual, the working week, public holidays and carry-over.
Read next
Check an employee's time-off balance
See how many vacation, sick and personal days someone has left this year, and the leave they have already taken.
Read and update an employee's record
Find everything about one person on their record, change their details and working week, and offboard them when they leave.
What a payslip is built from
Know where each line of a payslip comes from (salary days, hours, sales, classes, unpaid leave and reference taxes) so you can check it.
More in Time off
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