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
If you want to change time off settings, click on the desired type and you will be able to:
1- Manage the name
2- Record the time off as paid
3- Enable or disable the bank tracking
4- Choose your time off unit (hours or days)
5- If you have enabled bank accounting, determine the time allocation method
Yearly allowance: 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 according to the criteria established
Manual: Allows you to enter the balance manually in the banks
6- Determine whether the indemnity compensation will be calculated manually or based on hours worked
7- Check this statement if you want the hours to be counted as overtime
8- Check this statement if you want to see a visual alert when the bank balance is negative
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.
1- Reference year: Determine the date on which the year begins and the annual time off and vacation balances are reset to zero.
2- Days of notice: Determine the notice period for requesting time off.
3- Length of time off per day: This value will be the default when creating leave (it can be modified in the leave request or overridden in the individual employee profile).
4- The duration of time off also allows supervisors to exclude breaks from a leave request.
5- Days recorded: Choose 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.
6- A time off type must be specified to create one: We recommend that you always enable this option.
7- Allow employees to modify paid days when creating time off: Employees could indicate, for example, that they want to take two weeks of vacation but only be paid for 10 days.
8- Allow employees to suggest a time off when creating a time off request: This will help you establish the reason for the time off.
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.
