Track your team's attendance by creating different time off types they could request on their ends, and holidays you can make visible for them as well.
Overview
The Time off section is divided into 2 areas:
Sidebar: Choose to visualize your team's time off requests, types, or holidays.
Main pane: The option you select from the sidebar will be displayed here.
Requests: Submit a new time off request by filling out the form, and visualize your team's requested time offs in a graphic form.
Types: Add new time off types and indicate whether they need approval or not.
Holidays: Import public holidays for your country, or add them manually and assign them to specific team members.
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 Time off add-on.
Time off types
Roles:
Admin | Paid Feature
Create a list of types your team could choose from when requesting a time off, such as sick leave, maternity leave or vacation.
Add a new time off type by following these steps:
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Request a Time off
Roles:
All | Paid Feature
Submit your time off requests to notify your admin and ask for their approval when needed.
Request a time off by following these steps:
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⚠️ Requests from users with an admin role are automatically approved!
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.
Review a time off by following these steps:
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⚠️ Only account administrators can review/approve time off requests.
Analyze your team's time off
Roles:
Admin | Paid Feature
Get detailed information on your employee's time off requests and approved days off, using the account activity panel, from the Time off section.
This graphic below will show you, in different colours, approved, pending and rejected time offs and holidays. You'll also see total amount of requests for each employee, helpful for knowing how many holidays and time off days they have left!
💡 Hover your mouse over a chart line to display more details.
⚠️ When switching to the Users view, the graphic will show you a line and colour for every user in your team, who has requested a time off, in the selected month.
Export a report of your employee's time off
Roles:
Admin | Paid Feature
Download a CSV or XLSX file with all of your team's requested time off, for the selected month.
How to download a time off report:
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Add Holidays
Roles:
Admin | Paid Feature
Create a list of holidays to be applied to your teams' schedule, or import them automatically for your country.
Import Holidays
Import a list of holidays by following these steps:
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Add Holidays manually
Add custom holidays by following these steps:
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⚠️ Archiving a holiday is currently not supported.
What's next?
Set up Work Schedules for your team.
Get automatic Attendance Reports with Timecards.