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 quick 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
These are the settings for your employees whose time off is tracked in Accrued Hours.
Set your average hours for the working day
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, and Other Time Off
Select if you want the ability to overwrite the accrual calculation this when logging time off
Click save at 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. Here, 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.
Click save at the bottom of the screen.
For information on how Holiday Carryover works, please click here.
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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