Customize your time-offs settings to facilitate time-offs management within your organization. Time off accumulation method.
1- “Types and Banks” subsection
Below, you will find instructions on how to configure all your leave types and banks.
To access and modify them:
1- Click on the “Settings” tab
2- Select the "Time off" submenu
3- Click on the “Types and Banks” option
1.1 Manage time off options
1- Manage the name
2- Record the leave as paid leave
3- Enable or disable recording in a leave bank
4- Select your leave unit (hours or days)
5- Select your reference year for this specific type of leave
6- If you have enabled tracking for a bank, determine the time allocation method
Annual entitlement: Allows you to enter a number of days x per year
Cumulative: Allows you to set a percentage or number of days that will be automatically added to the bank based on established criteria. Additionally, it is possible to assign different percentages to employees in their profile settings
Manual: Allows you to enter the balance manually into the banks
7- Determine whether the compensation calculation will be manual or based on hours worked
8- Options
Check this box if you want the hours to be counted as overtime
Check this box if you want to see a visual alert when the bank balance is negative
Hide the bank balance from employees (salaried staff)
1.2 Add a time off type
To add a time off type, click on “New time off type”.
You will then need to configure it (the configuration options are the same as in step 1.1).
1.3 Archiving a time off type
If you do not need a time off type or no longer need it, you can easily archive it by clicking on it and then selecting the archive button in the lower right corner.
If you need to reactivate this type of time off at a later date, you can easily do so via the “Archived” subsection by clicking on the icon indicated by the red arrow.
2- “Settings” subsection
Agendrix offers several options and settings for managing time off. To access them:
Click on the “Settings” tab
Select the "Time off" submenu
Click on the “Settings” subsection at the top
General settings
These general settings and other options can be customized according to your needs.
Notice period: Set the notice period for requesting time off
Time off duration: This value will be the default when creating a time off request (it can be modified in the leave request later or overridden in the employee's individual profile) *The length of the time off per day also allows supervisors to exclude breaks from a leave request*
Days counted: Select the days that will be counted by default for time off. For example, if your company is closed on Sundays, you can uncheck that day
A type must be specified to create a leave request: We recommend always enabling this option
Allow employees to modify paid days when creating a time off request: Employees could, for example, indicate that they want to take 2 weeks of vacation but be paid for only 10 days
Allow employees to suggest a tim off type when creating a leave request: This will help you determine the reason for the leave
3- Automated Time Off
You can activate or create automated time off in your organization's settings so that this time off is automatically added to all your employees' schedules.
Adding employees during the year? No problem! With automated time off, the time off scheduled in the calendar will be automatically added to their schedule! 🤩
To access automated holidays, you must:
1- Click on the “Settings” tab
2- Click on the "Time off" submenu
3- Select the “Automated holidays” subsection
* A list will be generated by default based on your region.
** You can also send a reminder at the bottom of the page, if necessary.
To activate an automated day off and add it to the schedule, click on the three dots and activate it. It can also be deactivated in the same way, if necessary.
