Automated time off can be created in your organisation's settings so that they are automatically added to all your employees.
This considerably reduces your administrative workload and avoids oversights.
Adding employees during the year? Don't worry, with automated leave, scheduled holidays will be automatically added to their schedules! 🤩
1- Setting up Automated Time Off
Follow these steps to set up automated holidays for your organisation.
Click on the "Settings" tab in the main menu on the left.
Click on the "Time off" submenu
Click to the "Automated time off" tab
Select the region if necessary
Click on "Add" to create a new leave
Choose the name and date of your leave
*You can choose from the suggested dates or a personalised date
Select the type of leave (ex. Bank / Public Holiday)
Select the hours calculation method (manual or automatic)
*Note that if you selected the manual calculation method, you can choose between using each employee's default time off length or entering a time off length that will be used for all employees.
Click on "Create"
You will then see all the leave dates you have created, and can edit or disable them by clicking on the three small dots to the right of the leave.
2-Set a reminder
You can also set a reminder to send you an alert so that you can plan your automated leave for the following year by activating the "Send reminder" function and setting a date.
3- Making changes to automated leave in the schedule
Once your automated leave has been created, it will be automatically added to all employees on the selected date, with the selected leave type and calculation method.
*Note that holidays will be created in the main locations for employees with multiple locations. In addition, time offs will automatically be published, so you only need to publish if you modify them.
However, if required, you can modify the leave for one or more employees.
For example, if some employees have a bank / public holiday the day before rather than the day of the holiday, you can modify the date for these employees without affecting the other employees' holidays.
❗️Don't forget to publish your changes!