Maintaining time off
After launching your policy, use these tools to manage Time Off in ChartHop:
Edit a time off request
As an admin, you are able to edit time off requests for anyone in the organization.
To request time off:
- Find the right person whose time is off. Go to their Time off tab.
- Find the time off request to edit, click the check box next to it and select Edit.
- Make any of the following updates:
- Time off policy
- Start Date / End Date
- Note
- Click Save to save the update. Note that the previous request will not be saved.
Employees can also self-serve and edit future time off requests for themselves. Employees are not able to edit requests that have been approved, rejected or are in the past.
Delete a time off request
As an admin, you are able to delete any pending or approved time off request. Employees can also delete requests.
To delete a time off request:
- Go to the person's profile
- Select the Time off tab
- Select the request that you would like to delete using the checkbox on the left of the table.
- Click Delete in the actions buttons at the top of the table
- Type DELETE and confirm the deletion of the time off request.
Request time off for another person
As an admin, you are able to add time off for anyone in the organization.
To request time off:
- From the left sidebar, select My Profile.
- Go to the Time off tab.
- Click Request time off for Person's Name
- Complete the time off request
- The request will be sent to your manager for approval by you and added to their time off list.
Approve or reject a time off request
As an admin, you are able to approve any pending time off approval requests regardless of who the person is.
To approve or reject a time off request:
- Go to the person's profile
- Navigate to the Time off tab
- Select the request that you would like to approve or reject using the checkbox on the left of the table.
- Click Approve in the actions buttons at the top of the table
- Add an approval note and click Approve or Reject to submit the approval.
Reassigning an approver
If an approver is not available for a period of time, you can reassign the approver for individual requests. Navigate to the employee’s profile page or Task page, and check the box next to the request you want to reassign.
Click “Reassign”, and you can choose a different approver. The new approver will get an email notification and the task will display on their home page.
Visibility of time off
The default visibility for time off requests. is the following:
Role | View current and future time off requests | View previous time off requests | Edit time off policies |
|---|---|---|---|
Employees | ✅ For the entire organization | ❌ Only for self | ❌ |
Managers | ✅ For the entire organization | ✅ For people in thier reporting line | ❌ |
Owners & People Ops Admins | ✅ For the entire organization | ✅ For the entire organization | ✅ |
Customizing time off visibility
There are several ways to adjust time off visibility:
- Adjusting the sensitivity settings for built in Time Off fields or Category. You can view Time Off fields by filtering to the Time Off Category on the Fields Page.
- Use Custom Roles to grant permission to timeOff or timeoffPolicy.
