How do I create new Time-Off Types?
Time-Off Types are used to categorize the different reasons why your employees are requesting time off.
Time-Off Type examples can be Vacation, PTO, Personal Day, Sick Day, Bereavement, FMLA, etc.
The system allows you to create as many time-off types as you need.
Here's how to create a new Time-Off Type:
- Select the Time-Off Module
- Select Settings
- Time-Off Types
You can add a Deductible or a Non-Deductible Time-Off Type. *Please see below for the descriptions of those types.
- Add New
- Provide a Name
- Choose the Color Reference
- Deduct hours from a bank?
If this option is Green the time will be deducted from the users' bank when requested.
- Select which time-off type you want to deduct from.
Generally, a time-off type will deduct time from itself, but you still have the option to deduct from another time-off type.
- Choose the Request Type.
If you select any of the options and it includes Partial Days you can decide the increments of that request.
- Choose if you want users to have the ability to comment on a request.
Yes - Optional: Comment box will be available, but leaving a comment is optional.
Yes - Required: Comment box will be available, and a comment is required by the user.
Not Available: User will not have the option to leave a comment.
- Once completed, select Create.
Please Note: The Minimum Days Prior, counts calendar days and not only working days.
Looking for further information? Simply hover over all blue question marks.
Deductible time-off types are time-off types that you can assign to a user, with a yearly allowance and a balance. When requests are made with this time-off type, hours or days are deducted from the user's bank, so they are limited to the number of requests they can submit per year.
Non-deductible time-off types are time-off types which are not associated with a yearly allowance and balance. In other words, if enabled, users will be able to create unlimited time-off requests with these time-off types.
Examples of non-deductible time-off types could be: Appointment, Jury Duty, Working Out-Of-Office, Leave Without Pay
Wonder how to apply this Time-Off Type to a user? Simply follow this article
Keep in mind that if you are creating a Deductible Time-Off Type it has to be assigned to a user with an allowance and a balance or within a policy. If this step is missed the user will not have the Time-Off Type in their option when requesting time off.
For any questions send an email to email@example.com.