In this article you will learn how to:

  • Set up holiday year date

  • Hourly paid staff and accrued holiday settings

  • Salary paid staff standard allowance settings

  • Holiday requests and employee portal settings

Here is a quick video walkthrough:

Time Off Settings

  1. Go to 'Settings'

  2. Go to 'Employees'

  3. Select 'Time Off'

4. Set your leave year start date

5. Set your average hours for the working day

6. Set your accrual %
7. Select if you want to accrue on Paid Holidays, Sick, and Other Time Off
8. Select if you want the ability to overwrite the accrual calculation this when logging time off

9. Set the standard company allowance in days (this can be overwritten in employee profile if there are any deviations to the standard)

10. Set notice for request
11. Select if you want employees to be able to see their own balance
12. Press 'Save'

Related Articles:

Complete Time Off Overview

Time Off Collection

How do I know if someone has Requested Time Off

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