Use this guide to set your company’s default preferences for managing time off and HR settings in Atlas. These settings apply to all new employees you add, but you can change them for individuals at any time.
Important: If you only have access to Citation Safety, some options described here may not appear in your settings. Settings for Atlas Scheduling are controlled independently through that system.
Accessing employee settings
Go to: Dashboard > Employees > Employee Settings in the Atlas portal.
Key settings you can adjust
Vacation management
Default time off unit: Set whether employees request vacation in days or hours.
Vacation entitlement: Define the standard vacation allowance for all employees (excluding holidays).
Resubmit limit: Choose how many times an employee can resubmit a time off request for the same day after it’s been declined.
Escalation limit: Set how many management levels a time off request can escalate to if the line manager is unavailable.
Days per week: Enter the standard number of days per week your employees work.
Exclude lunch duration (in hours): Decide whether lunch breaks should be deducted from time off and absences requested in hours. Set the standard lunch duration here.
Allow vacation to carry forward: Enable this to let employees carry unused vacation time into the next year. Set the maximum amount, units (days or hours), and how long employees have to use carried forward days.
Employee permissions
Employee can add an absence: Allow employees to request absences.
Employee can view absence history: Let employees see approved absences on the team calendar.
Employee can add a time off request: Allow employees to request vacation.
Employee can request excess time off: Allow employees to request more vacation than their entitlement.
Allow employee time off requests only in default units: Restrict employees to requesting time off only in their default unit (days or hours).
Personal data visibility
Show gender field: Decide whether gender is visible to users with access to employee records.
Data retention
Former employee information retention period: Set how long to keep records for employees who have left. After this period, Atlas deletes all data and documents for the former employee.
Lieu time
Enable lieu time: Allow managers to record and manage lieu time.
Employee can request lieu time: Let employees view accrued lieu time and submit lieu time requests for approval.