Track your team's attendance by creating different time off types and holidays they could request on their ends.
Overview
Use the Overview section to get a quick glance into your team's approved time offs.
The Time off section is divided into 3 areas:
Sidebar: Choose between an overview of all approved time offs, the time off requests, types of time off policies, Timecards or Public holidays.
Main pane: The option you select from the sidebar will be displayed here.
Requests: Get a list of all the team's requested (approved or rejected) time offs.
Team Timecards: Get clock in and out reports for your whole team, as well as the breaks they took and the extra hours they've worked, for the selected month.
Time off Policies: Create here types of time off your employees can request like holidays, sick leave, parental leave, etc.
Holidays: Import public holidays for your country, or add them manually and assign them to specific team members.
Team: On the right side panel, there's the Team employee list. Click on an employee's name to visualize their time off analytics.
Overview calendar
Use the calendar view to check on all of your team's approved time offs, for the selected month.
Hover a request on the calendar to get further information such as: user that requested it, amount of days requested, date range and type of time off policy.
💡 Use the Date Selector to change the desired date of visualization.
Time off analytics per user
Need to check to which policies an employee was assigned to? How many time offs they have requested and how many they have left available? Use the Team Section to navigate through time off details for specific team members.
Simply click on a user to view their planned absences and manage schedules efficiently!
Use the employee overview section to visualize all their requested time offs, in a calendar view and to request a time off for them, if needed.
On the right side panel you'll see analytics such as assigned policies, amount of time off requested, amount of time off available as well as their pending requests.
Pending requests
Here you'll find a handy overview of all pending time off requests.
💡 Click on a request line to view the full request, or click on the 3 dots menu on each line to easily approve or reject it.
Team time off
The graphic will show you all approved time off requests. It will use different colours, for the different type of time offs requested.
Timecards
Scroll to the bottom of the Overview page to see, at a glance, how many Timecard approvals are pending request, how many were submitted and how many were approved.
💡You can use the "Go to Team timecards" shortcut to easily get to the Timecards page and visualize all your team's timecards for the selected month.
Enable Time off
Roles:
Admin | Paid Feature
Install the add-on by following these steps:
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⚠️ Only account administrators can turn on the Attendance add-on.
Request a Time off
Roles:
All | Paid Feature
Submit a time off request to notify your admins and ask for their approval, when needed.
How to request a time off:
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⚠️ Requests from users with an admin role will be automatically approved!
💡Switch to the "View requests" view to see all your own requests and their data.
Review a time off request
Roles:
Admin | Paid Feature
Admins will receive an email notification when a user with a Co-worker or Project Manager role requests time off. Admins will then be able to either approve or reject the requests, directly from the email notification they received or from the Requests section in Attendance.
This is how to review a time off:
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⚠️ Only account administrators can review/approve time off requests.
💡If there's any pending requests, you'll see a notification in red, at the top corner of the Attendance screen. It will serve as a shortcut to the pending requests section.
Time off policies
Roles:
Admin | Paid Feature
Create a list of types of time offs (using custom colors and icons) your team could choose from when requesting days, such as sick leave, parental leave or vacation.
This is how to add a new time off policy:
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📝 About time units:
"Working Days" refer to your work days, according to your Work Schedule.
"Calendar Days" refer to normal calendar days.
"Hours" means that only hours can be requested, and not full days.
An example:
If I request holidays for a Monday until Saturday (and my Work Schedule is Mon-Fri)
The setting "Working Days" will create a time off request of 5 days.
The setting "Calendar Days" will create a time off request of 6 days.
Analyze your team's time off
Roles:
Admin | Paid Feature
Get detailed information on your employees' days off, using the Team time off graphics. You'll find it in the Overview section, of your Time off page.
The graphic will show you all approved time off requests. It will use different colours, for the different type of time offs requested.
You can switch to "Hourly Policies" to see all time off where hours were requested, instead of entire days off.
💡 Hover your mouse over a chart line to display more details.
Create a report of your employee's time off
Roles:
Admin | Paid Feature
Export a CSV or XLSX file with all of your team's time offs requests. You will be able to filter out information by employee and type of policy, before exporting.
How to download a time off report:
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Add Holidays
Roles:
Admin | Paid Feature
Create a custom list of holidays that will be applied to your teams' schedule, or choose to import your national holidays automatically.
Import holidays
This is how to import a list of national holidays:
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Add Holidays manually
How to add custom holidays:
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⚠️ Archiving a holiday is currently not supported.