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Time Off Management Deep Dive

Configure and manage employee leave/vacation.

Time Off Policies​

Creating a Policy​

  1. Go to Settings → Time Off → Policies
  2. Click Add Policy
  3. Configure:
    • Policy name (e.g., "Annual Leave")
    • Paid/Unpaid
    • Requires approval
    • Accrual rules (if applicable)
  4. Save

Default Policies​

PolicyDaysPaidAccrual
Annual Leave20✅Monthly
Sick Leave10✅Yearly
Personal Leave5✅Yearly
Unpaid Leave∞❌None
Maternity90✅None
Paternity14✅None

Requesting Time Off​

  1. Go to Time Off → Request
  2. Select policy
  3. Choose dates (start/end)
  4. Add description (optional)
  5. Submit for approval

Approval Process​

Calendar View​

Time off is displayed:

  • On the organization calendar
  • In employee schedules
  • On the team dashboard
  • As blocked time slots

Balance Tracking​

FeatureDescription
Current BalanceDays remaining this year
UsedDays taken
PendingAwaiting approval
Carry OverDays from previous year
Accrual RateDays earned per month