Customize your Atlas Scheduling time off settings to make it easy to manage time off in your organization.

1. Time off types and banks

Time off types and banks is where you set up the types of time off that your organization 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 sub-menu
Click on the Types and banks option at the top

A list of default time-off types will be suggested. You can manage options/modify existing time-offs (1.1), add new ones (1.2) or delete them (1.3).

1.1 Manage time-offs options (modify)

Click on the time-off you wish to modify. You'll then be able to;

Change the title of the time off
Determine if this time off type is paid or unpaid
Determine if you want to track it in a bank
If you decide to track it in a bank, determine the time allocation method.
You have 3 options:
- Allowance: Allows you to enter a number of days per year
- Accrual: Allows you to set a percentage or number of days that will be automatically added to the bank according to set criteria.
- Manual: Allows you to 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 (hours or days) this will operate in
Determine the hours calculation method (manual or automatic)

1.2 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 will then be able to;

Name the time off
Determine if it is paid or not
Decide if you want to track it in a time bank
Determine whether you are counting the hours associated with the time off in the overtime calculation
Determine the (hours or days) this will operate in
Determine the hours calculation method (manual or automatic)

1.3 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

2. 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 sub menu
Click on Settings at the top of the screen

Settings

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 value will be 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 2 weeks vacation, but get paid only 10 days.
- Allow employees to suggest a time off type when creating a time off request: This will help you determine the reason for the time-off request
- Make the justification optional if a time off type was suggested
- Suggest all time off types: We recommend that you remove the time-off types that are not chosen by the employee, ex: Public Holiday

3. Automated time off

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 new employees during the year? No problem! With automated time off, scheduled time-offs are automatically added to their schedules.

To access automated time-offs;