Time off
Set up time off policies
Allowances, how time off builds up, part-time, carry-over, notice and blocked dates.
A time off policy says how much of one time off type someone gets and how it works. Make as many as you need.
What a policy controls
- The allowance a year, and whether it is given up front or builds up.
- Pro-rata for part-time, based on contract hours.
- How much carries over to the next year, and for how long.
- Minimum notice, blocked dates and whether short requests are approved automatically.
- Length of service: more days after a number of completed years, counted from each person's hire date.
Steps
- Open Settings, then Time off policies.
- Add a policy or change one you have.
- Choose who it applies to: the company default, a location, or individual people.
More time off for long service
- Open the policy and find Length of service.
- Add a level: after how many years, and the new amount.
- Save. People move up on their anniversary; days already given stay.
People with no hire date stay on the base amount. ClockinBee lists them so you can fill the dates in.
Good to know. Check allowances against the rules that apply to you in each country where you employ people. Nothing here is legal advice.
Where to find it
SettingsTime off policies
Who has it: People who manage time off. If it is not in your menu, your role does not include it.
Open Time off policies Opens the app. You may be asked to sign in first.
If something goes wrong
- Someone is on the wrong policy.
- Open the person in Team, go to Rules and choose the policy for that time off type. The change starts today and days already given stay in the balance.
- Requests are approved without me.
- The policy allows short requests to be approved automatically. Change the limit in the policy.
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