In this article, you will learn:
Please note: This is part of our Time Off Management features as part of the HR Management Suite. Please contact your Bizimply Customer Success manager if you are interested in adding this feature to your package.
Here is a video walkthrough:
How to Access Time Off Settings
Sign into bizimply.com and click your name/email at top right of screen
Select 'Settings' from the drop down menu
Click into 'Employees' on the left hand side
Select 'Time Off' from the options
Next, set your leave year start date choosing from: 1st January, Employee Start Date or Custom date
Click save at bottom of screen
Hourly Paid Staff and Accrued Holiday Settings
If the majority of your staff are hourly paid and accrue holidays as they work, you should set the "Track time Off" default to "Accrued Hours"
Choose your average hours for the working day - you can decide between a Standard Day, the 52 week average, or the 13 week average. Standard hours can be overwritten in individual employee profiles if needed.
Set your accrual %
If you would like to set a cap on the holiday accruals, enter in the number of hours it should cap at
Select if you want to accrue on Paid Holidays, Sick, Other Time Off and TOIL (Time Off in Lieu).
Decide to how many places you wish to round your Holiday accruals. If you're not sure, we recommend 2 decimal places.
Select if you want the ability to overwrite the accrual calculation when logging time off for some employees.
Click save at the bottom of screen
Salary Paid Staff and Standard Allowance Settings
These are the settings for your employees whose time off is tracked in Standard Allowance of Annual Days.
If the majority of your staff have holidays tracked in a Standard Allowance of day, you should select the default to new employees to be "Standard Allowance of Annual Days"
The choice for your accrual hours and "hours in a working day" will also be applied to your employees with Time Off tracked in Days.
You can set the standard company allowance in days. This can be overwritten in each employee's profile if there are any deviations to the standard within their individual time off settings.
Holiday Requests and Employee Portal Settings
Set a minimum number of days notice employees must give to submit their time off requests using the text box.
Allow employees to view their time off balance when they sign into their Employee Portal and MyZimply Employee mobile app. To do so, select 'Yes'. If 'No' is selected, employees will still be able to request time off but without the ability to view what their holiday balances are.
You can also choose if employee can view the Time Off Calendar in the employee portal when requesting Time Off. Select Yes or No.
Click save at the bottom of the screen.
For information on how Holiday Carryover works, please click here.
Time Off In Lieu Settings
To enable TOIL in your account for any employees, select 'Yes' to the first question, "Allow TOIL to be allocated to employees?"
To enable TOIL in your account for all employees by default, selec 'Yes' on the second question, "Enable TOIL for all employees by default?" This will turn on TOIL for all your employees in your account straight away, and will enable it for all future employees added to the account.
If you want to impose a cap on the amount of hours an employee can accrue in TOIL per holiday year, type the cap amount in the box provided.
If you wish to allow TOIL hours to carry over at the end of the holiday year, select "Yes" to the question "Allow TOIL balances to be carried over?".
You can limit the amount of TOIL hours that are carried over at the end of the holiday year by typing the highest amount of hours allowed to carry over, in the box provided.
Activating Notifications For Time Off Requests
This feature will send an email notification to selected users whenever a member of staff at a specific location has sent a time off request. Assigning notifications can only be completed by an account admin.
Each user must have the correct permission to manage Time Off requests, this is the Time Off and Edit permissions under the Employees permission section on their Location or Group role.
Sign into bizimply.com and click your name/email at top right of screen
Select 'Locations & Groups' from the drop down menu
Pick the location you would like to manage time off notifications for
In the box beside 'Time off notifications', enter the names of the users you want to receive an email whenever a member of staff at that location sends a time off request.
It is possible to enter multiple users.
When you're happy with the chosen users, click the blue 'Save' button at the bottom right of the screen.
Now, whenever a time off request for an employee in that location is submitted, whoever you've selected will receive an email with the name of the employee, the dates of the time off request and a direct link to manage that request in Bizimply.
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