Create and manage time off policies from the Company settings > Time off policies section. Policies can also be assigned from the Contract view.
Creating time off policies
Multiple Policies: Create multiple policies per type for different purposes and name them accordingly (e.g., UAE vacation policy, KSA vacation policy).
Predefined Policy Types: Choose from a list of predefined policy types,
Vacation (accrued)
Annual leave
Public Holidays
Etc.
Accruing Days: Only the Vacation policy type can accrue days.
Configuring time off policies
Accrued Time Policies
Define Days Off: Set the number of days off and the accrual rules.
Carry-Over Days: Specify if days can be carried over to the next calendar year and when they expire.
Request Rules: Outline the rules for requesting time off.
Non-Accrued Time Policies
Request Rules: Outline the rules for requesting time off.
Assigning workers to Time Off Policies
Single Policy Per Type: Each worker can only be assigned to one policy within each type.
Client Assignment: Only clients with role permission can assign policies.
Requesting & approving time off
Time off can be requested from the Contract details > Time off tab
As the admin or an approver assigned to a contract, you will receive a notification when your team member submits a time-off request. You can either click on the link provided in the email to review the request or log in to your account.
Open the contract details for the relevant team member and navigate to the Time Off tab.
Click on the Review option, and then decide whether to approve or decline the time-off request. When you approve a time-off request, your team member will be instantly notified. If you choose to reject the request, you will need to provide a reason for the rejection.
Adjusting balance
Go to Contracts > Time off and click on the eye icon to check the details for a given accrued time off policy.
Then, click on ‘Adjust balance’ and add/subtract time off days. Only available for accrued policies.
Monitoring the team’s time off
Two new reports are available to monitor and track time off in bulk for teams
Time off report: Check the time off requests for a group of team members.
Time off history report: Check the time off balances for a group of team members.
💡 Learn how to assign a different Approver to a contract here.
💡 Learn more about user role types here
❓FAQs
How do I delete a policy?
A policy can be deleted only if there are no workers (contracts) assigned to it and no time off used under it.
When are vacation days get carried over?
If enabled, accrued vacation days are carried over from one calendar year to the next, e.g., 2024 days carry over to 2025 on January 1, 2025.
How can I ensure that carried-over days from the previous year are used first?
By default, carried-over time off is deducted from the vacation balance first.