When you create or edit a time off policy, there are many settings to consider. Below is an overview of every setting you can enable and use for a time off policy.

Set how many days or hours will be allocated to employees assigned to this policy.

You can have this:

Control when holiday allowance resets. For example, if set to 1 January, when 1 January arrives the allowance will return to whatever you set it as.

This controls how many hours count as a full working day. For example, if a working day is seven hours.

All time off requests that fall on weekend days will be counted against allowance.

All time off requests falling on public holidays added to the calendar will be count against the allowance.

Allow unused days to be carried over to the next holiday year. You can set the amount and an expiry date to use the carry over.

You enable leave for this policy to not accrue when the employee is taking leave from another selected policy.

You can allow everyone to see the name of the policy, or choose an alternative name for colleagues to see.

Allow employees to request time off themselves from this policy

When disabled only admins and managers will be able to request time off for them on their behalf.

When enabled you can control whether employees

Set special conditions for a set period

When enabled this will prevent employees booking leave over their available days for this policy. They will see a warning when time off exceeds their available balance and be unable to submit the time off request.

You can enable there to be a minimum amount of days worked in between time off requests. Select Require minimum days before before time off start date then enter number of days required.

You can enable there to be a minimum amount of days per time off request. Select Require minimum number of days per each request. Then enter the required number of days.

You can enable there to be a maximum amount of days an employee can add in one request. Select Require minimum days before before time off start date then enter the number of days required.

You can enable another policy to be fully used before employees will be able to request time off from this policy. Select Require another a policy to be fully used before time off from this policy can be requested then select the relevant policy.

You can limit the amount of blocks of consecutive days that an employee's time off can be split into. Select Limit allowance to be taken in [number] blocks, then enter an amount.

You can enable to have an employee's remaining days in the current period be recalculated after you terminate them. This will be based on their last working day.

Give additional days to the employee on their anniversary date. You can set this to be after certain number of years or months, and select how many additional days.

You can also add more conditions. So for example set it so that an employee after five years gets an additional day. After 10 years this changes to be an additional two days.

Allow employees to get additional days based on the number of children they have Select Enable allowance based on the number of children, then enter:

You can allow an employee to share this allowance with another person. Select Enable allowance to be shared with another person.

The employee will need to provide the name and National Insurance Number of the person they will share the policy with.

When you enable this setting, any days used over the allowance in the current period will be taken away from the allowance next year. Select At the end of the year, carry over overused days as negative amount.

There are four options to dictate what happens to a new starters allowance.

When enabled, time off requests added by the employee will not need manager approval, they will instead be automatically approved. Select Automatically approve these requests.

When enabled time off requests for this policy will also send to employees you select as an approver for this policy.

You can enable this setting to allow time off requests made under this policy, to duplicate under another policy.

Select Duplicate time off requests to another policy, then select which policy you want to duplicate them to.

You can set up a time off policy so that when someone requests time off, they can select someone who will be covering their role or workload whilst they're away.

When you enabled, employees can be selected to be a replacement person even if they have booked leave using this policy.

When enabled, are details section will show on a time off request. You can also select to make this field mandatory to complete when submitting a time off request.

When enabled, employees will see additional fields below "Details" field when requesting time off. Content of this fields will be visible to time off approvers but will not be shared in the Calendar.

You can allow an employee to upload an attachment to their time off request. For example this could be a doctors note.

You can either: