The HR app of the BizEdge suite of apps allows setting up time off policy for your employees. You can assign as many time offs to an employee. To start off visit the People app on mobile or web. The time-off section allows you to create new time-off for an organisation or assign time off to an already existing employee.
Note: You can’t assign time-off until you have created one.
How to Set up time-off policy on BizEdge
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.
How to assign time-off
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.
