Time off for admins

After the early access period, this feature will become part of ChartHop's HRIS Module.

You can create time off policies with unlimited or upfront balances in ChartHop. 

ChartHop includes a set list of time off time

To create a policy, name the policy on the top of the page. Employees will see the name of the policy and the type when they request time off. 

What employees see:



Policies with an upfront balance will be prorated for employees if they start mid-year. The calculation is based on the number of days the employee will work in the remaining calendar year. 

Example: 

CQL filters are dynamic, so as an employee's information changes, they may move into a different policy. 

Examples: 

You can specify holidays that are exempt from a policy. These days will be skipped over when detracting days taken from a balance. 

Weekend days are automatically exempt from balances.

The approver for a policy can be the requester’s manager, grand manager, or a set person in the organization.

A policy defaults to inactive. When you are ready for employees to be able to request against their balance, you can make the policy active. 

If a policy is active and is made inactive, the history of the requests made and taken will stay in the employees profile tab. Their balance will no longer display on their profile tab, and they will no longer be able to request against that policy.

Balances on the employees profile tab reflect days that have been requested and approved. Days that are in a pending request are not deducted from the balance. 

If you transition to ChartHop for time off mid year, you can manually adjust employee balances to ensure they are requesting against the current value. 

To adjust a balance, you can change the value in the “modified” column next to the employee's name in the “Balances” tab. Once a balance is edited, the cell will turn blue to indicate the value has been changed. 

When a balance is changed, any request that has been taken before the adjustment date for the calendar year are no longer deducted from the balance. Only future requests and time off scheduled after the balance adjustment date will be deducted.

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, 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. 

As an admin, you are able to add time off for anyone in the organization.

To request time off:

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:

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:

Access to time off information can be customized by adjusting the sensitivity settings for your Time Off fields. You can view Time Off fields by filtering to the Time Off Category on the Fields Page.

By default, Next Time Off is Org Public and all other fileds are Manager Shared.