Getting started - setting up time off

You can find time off settings through:

Administration > Company > Settings > Timeoff settings (Global)

Time off settings (global) is where you enter your time off settings for the organisation - if you have sites or countries with different rules then you should enter those which cover the majority of employees here and use Site level time off settings for those locations where the settings are different.

  • Holiday year: If your holiday year starts on a set day then you should leave this at "Set date" and enter the date in "Start of holiday year". If each employees holiday year starts on the anniversary of their start date then choose "Employee start date".
  • Carryover days and expiry date: If you want to allow employees to carryover days from one holiday year to the next then you can enter the maximum number of days and the date on which they must be used by. If you leave these blank then carryover will not be available - if there is no maximum days and or no expiry date then simply enter values and dates which will never be reached such as 400 days and date year of 2030 for example
  • Holiday allowance accrual: If you only want your employees to be able to book days which they have actually accrued then set this to Yes - for example, if your start of year is 1 Jan and an employee has 24 days per year then they would only be able to book a maximum of 2 days at the end of Jan.
  • Company holidays mandatory: If you want the dates you enter as Company Holidays to be mandatory to employees and therefore not be counted in the calculation of holiday duration then set this to Yes. If you do then ensure you enter the employee allowances excluding those mandatory days.
  • Accrue time off in lieu: If you are using timesheets and you wish employee overtime to be accrued as time off in lieu then set this to Yes.
  • Bradford Factor period (months): Bradford Factor is one way of measuring employee absenteeism. Most companies tend to measure the impact of absenteeism over a rolling 12 month period but if you want an alternate duration (in months) then you can set this here.
  • Working days: Set the normal working days for your workforce. This can be over ridden at an employee level for those who work weekends, for example, but this is used in time off calculations to exclude weekends, for example, when calculating duration of a request.

Once you have set your timeoff settings, you should then add time off types though this is not necessary for the initial setup of the system.

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