To access the Agendrix Time off settings, you must go under "Settings" -> "Time off".
A) General settings
Select the number of days of notice required for time offs
Set the default value for a time off. This will be the default value when creating a leave (can be changed in each individual leave upon creation).
Choose the days that will be counted by default
The possibility of requiring the leave type on creation or when accepting a leave request (particularly important for payroll purposes. This will insure all time offs are well categorized as paid or unpaid)
Allow employees to suggest a leave type when creating a leave request
B) Types of Time Offs and banks
Several types of time offs are created by default. Knowing that, you can add (1) new ones, modify (2) existing ones or delete (3) them.
You can get back your deleted ones under the Archived tab.
For time off types that can be paid or unpaid, you must create a version of each.
The Include as overtime option allows you to record these hours as overtime.
The hours calculation method will be defined by default - manual or automatic - according to your choice in this section.
The option Track in a time bank lets you track how many hours were taken for a specific type.
C) Automated Leave
You can automatically generate leave on specific dates for all your employees and modify it as needed.
Go to:
1- “Settings”
2- “Leave”
3- “Automated leave”
By clicking on the pink button “Add”, a pop-up window will open on the right. You will be able to choose the suggested date for the leave and modify it for a personalized one just below if necessary. You will need to choose the type of leave and choose how it will be accounted for; manually or automatically.
Manual method allows you to choose the duration of leave by default for each employee or to enter the duration of leave manually.
Automatic method allows you to choose whether the automatic calculation will be based on the division of the number of working days of the employee in a date range or by a specific number of days.
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D) Schedule a reminder
Choose the ideal date on which to receive a notification to plan your vacation.
