Customize your Atlas Scheduling settings to make managing time off easy.
Time off types and banks
Time off types and banks is where you set up the types of time off that your employees can take. This includes things like vacation, absences, time in lieu, but you can add your own types here.
To access and modify them:
Go to the Settings tab in the main menu on the left.
Select the Time off submenu.
Click on the Types and banks option at the top.
A list of default time-off types will be suggested. You can manage options or modify existing time-offs, add new ones, or delete them.
Manage and modify time-off options
Click on the time-off you wish to modify. You can:
Change the title of the time off.
Determine whether this time off type is paid or unpaid.
Determine whether to track it in a bank. If so, there are three methods:
Allowance: enter a number of days per year.
Accrual: set a percentage or number of days that will be automatically added to the bank according to set criteria.
Manual: enter the balance manually in the banks.
Determine whether you are counting the hours associated with the time off in the overtime calculation.
Determine the unit (hours or days) this will operate in.
Determine the hours calculation method (manual or automatic).
Add a new time off type
To add a new time-off type, scroll down the page and click on New time off types.
You can:
Name the time off.
Determine whether it is paid or not.
Determine whether to track it in a time bank.
Determine whether to count the hours associated with the time off in the overtime calculation.
Determine the unit (hours or days) this will operate in.
Determine the hours calculation method (manual or automatic).
Archive a time-off type
If you want to remove a time-off type from your account, you can easily archive it by clicking on it and then clicking on the Archive icon at the bottom-right corner.
You can also easily reactivate archived time off types if needed.
Click on the Archived tab.
Click the Restore icon to the right of the archived time off.
Settings
Atlas Scheduling offers several options and settings to manage your time off requests. To access the time off settings:
Click on Settings in the menu on the left of your screen.
Select the Time off submenu.
Click on Settings at the top of the screen.
The general settings can be customized to suit your needs.
Days of notice: Determine how many days of notice you require for a time-off request.
Length of time off per day: This sets the default value when a time off request is created (can be modified in the request afterwards or overridden in the employee's individual profile). The time off duration also allows you to enable supervisors to exclude breaks from a leave request.
Days recorded: Select the days to be counted by default for time off requests. For example, if your company is closed on Sunday, you can uncheck this day.
Options
Allow employees to modify paid days when creating a time off request: Employees could indicate that they wish to take a two-week vacation, but get paid only 10 days.
Allow employees to suggest a time-off type when creating a request: This will help you determine the reason for the request.
Make the justification optional if a time off type was suggested.
Suggest all time-off types: We recommend that you remove the types the employee can't choose: for example, public holiday.
Automated time off
Automated time off can be created in your organization's settings so that it's automatically added to all your employees. This reduces your administrative workload and avoids oversights.
Adding new employees during the year? No problem! With automated time off, scheduled time off is automatically added to their schedules.
To access automated time off:
Click on Settings in the main menu to the left of your screen.
Click on the Time off submenu.
Click on the Automated time off tab at the top of the screen.
A list will automatically be generated based on your region.
For more details on how to add, modify, or delete automated time off, see this article.