Automated time off can be created in your organization'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 time off, 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 organization.
Click Scheduling > Settings > Time off > Automated time off
Select the region if necessary
Click Add to create a new holiday.
Input the following details:
Choose the name and date of your leave. You can choose from the suggested dates or a personalized date.
Select the type of time off (ex. Vacation, Public Holiday, Time in Lieu)
Select the hours calculation method (manual or automatic). 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 holiday dates you have created, and can edit or disable them by clicking on the three small dots to the right of the leave.
2. Schedule a reminder
You can also set a reminder to send you an alert so that you can plan your automated time off for the following year by activating the Schedule a reminder function and setting a date.
3. Making changes to automated time off in the schedule
Once your automated time off has been created, it will be automatically added to all employees on the selected date, with the selected time off type and calculation method.
IMPORTANT: The holiday will be created in the main locations for employees with multiple locations. In addition, these holidays will automatically be published, so you only need to publish if you modify them.
However, if required, you can modify the time off for one or more employees. For example, if some employees have a holidays the day before rather than the day of the holiday, you can modify the date for these employees without affecting other employees' holidays.
IMPORTANT: Don't forget to publish any changes that you make to your employee's shifts.