The time-off section allows you to create new time-off for an organisation or assign time-off to an already existing employee’s time-off. Note: You can’t assign time-off until you have created one).
Step 1: To create a new time-off policy, simply head over to the People module, then click on the ‘time-off’ button.
Step 2: On the time-off dashboard, click on the ‘Create Time-Off’ button located on the right-hand side of your screen.
Step 3: A ‘Time-off’ form comes up. This is where you get to input the time-off information including the Time-off Type and Policy. Tick the ‘make this time-off default for all‘ box if you want to make the time-off available to all. Making the time-off default for all means the created time-off will be applicable for all employees. Then click on ‘Create‘.
Step 4: Click on the ‘Time-off policy’ button on the ‘Time-off‘ dashboard. The time-off has been successfully created.
Step 1: To assign time-off, simply head over to the People module, then click on the ‘time-off’ button.
Step 2: Click on the ‘Time-off Policy’ button where a list of available time-offs and days are shown.
Step 3: Click on the ‘View time-off’ button of the one you desire to assign and a form containing the time-off information (type, days and description) will come up. Here, you can also remove an employee from assigned time-off.
Step 4: Then, click on the ‘assign’ button of your selected time-off. An assigned time-off modal will come up for you to select a department and an employee. Select your desired department and employee. Click on the ‘Assign’ button. The time-off has been successfully assigned.
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