Configure Time Off Settings

Before users can request time off, you need to create the appropriate categories. These categories determine how time off is tracked and whether it’s paid or unpaid.

Create a Time Off Category:

Navigate to the Company Settings and select the Time Off Setup menu. Click Add New Category, then fill out the following details:

• Category Name (e.g., Sick Leave, Vacation)
• Paid or Unpaid
  
• Duration Unit: Choose whether time off durations and accruals are tracked in hours or days for this category
• Calendar Color: Helps visually distinguish the category on the Time Off calendar
• Applicable For: Apply to all users, specific groups, or individual employees
• Description: Provide context for this type of time off
• Leave Duration Limits: Set a minimum and maximum duration for acceptable time off requests of this type
• Activate Category?: Toggle on to make this time off type available for users to select and accrue
  

Check the Accrual Settings to clarify if users will add hours to their time off balance on a regular basis. Select the Accrual tab and configure the following: 

• Accrual Rate: Set how much time off is earned and how frequently it will be added (For example, 10 days/year or 1day/Twice a month)
  
  • Any other option besides daily will require you to specific which day(s) it should trigger the accrual on
  • On Anniversary refers to the hire date stored in the User's settings. 
• Waiting Period: Delay accruals for new employees if needed
• Accrual Cap: Set a maximum balance that an employee can reach
• Carryover Settings: Allow carryover, set expiration date for unused time, or enforce limits
• Initial Time Off Balance: Set an initial balance that users will start with, even before accruing time