Settings Time Off Types - New Time Off Type
Please note that fields that are required to be filled in are marked with asterisks (*).
- Name (*) - Give a new time off a proper name.
- Short Name (*) - This will be displayed in various reports where the full name can not fit.
- Pay Code - This will be internal information and will be displayed on the time off the report.
- **Note **- Here, you can leave a short description of the time off you are creating.
- Convert overtime to time off - If checked, overtime of your employees will be converted to this type of time off.
- Unit (*) - From the drop-down menu, you can choose a unit in which the time off will be assessed.
- Paid Time Off - If checked, employees will receive a salary for the time spent on this type of time off.
- Non-deductible Time Off type - If checked, this type of time off will not be limited by the annual allowance and therefore will be appropriate for specific cases (e.g. prolonged sickness leave, maternity leave, etc.).
- Annual Allowance (in days) (required) - Fill in the number of days of the time off, employees will be entitled to throughout the year.
- Count time off in working days - If checked, time off will be assessed **ONLY **during working days (meaning, if your employee is entitled to have time off hours/days counted also during the weekends, do not check this box).
- Annual balance starts each (*) - From the drop-down menu, you can select the month which will mark the start of the yearly balance (e.g. Annual Allowance will be reset).
- Enable PTO Carryover capping - By checking this box, you will allow PTO (paid time off) carryover limit and have to specify its behavior conditions in the fields below.
- Carryover Limit Days (required) - In this field, you have to specify how many days of PTO will be carried over through the annual balance.
- Expires in - You can choose whether to make PTO carryover capping with expiration and also pick the month of expiration or without expiration.
- Enable negative Time Off Balance - By checking this box, you will allow your employees to ask for this type of time off despite having no time offs available.
- Does not need approval - By checking this box, you will allow your employees to take this type of time off without any approval from a manager.
- Allow employees to cancel approved Time Off - By checking this box, you will allow your employees to cancel their requests for this type of time off which have been approved.
- Visible to HR manager only - If checked, this type of time off will be visible and accessible only to HR managers.
- Show in summary - By checking this box, you will make this type of time off appear in the Time Off / List of Time Off tab in the Summary of Time Off.
- **Country **- Select a country in which this type of time off will be accessible.
- **State **- Select a state in which this type of time off will be accessible.
- Eligible for food vouchers - If checked, employees on this type of time off will be eligible to have food vouchers counted as if they were working.
- Active? - by checking/unchecking this box, you will make this type of time off active/inactive.
Once you fill in all the mandatory fields and set up a new type of time off to your needs, click the **Save **button at the bottom and the new type of time off will be created.
Updated on: 19/09/2023
Thank you!