Time off for admins

balances you can create time off policies with unlimited or upfront balances in charthop time off types charthop includes a set list of time off time pto sick bereavement vacation jury duty parental leave medical leave in lieu offsite unpaid short term disability long term disability military leave religious leave voting volunteer unknown confuguring policies 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 proration 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 an employee gets an upfront balance of 20 days a year, and they start on june 17th this means the employee would have worked 197 days of the year, or 53 97% of the year 20 days (starting balance) 5397 (percentage of year worked) = 10 79 which rounds up to 10 8 days policy configuration allow half day requests check this box to allow people to request half days on the first and last days of their requests if this is enabled, you will see the option when requesting relevant time off limit number of days in a single request use this setting to set a maximum number of days on a given requests you can set this limit at 0 5 day increments for example, if you have a sick day policy where you can't request more than 2 sick days at one time, you can use this setting to set that limit if an employee tries to request more than the limit, they will see this feedback on their request apply a policy to a subset of employees cql filters are dynamic, so as an employee's information changes, they may move into a different policy examples us sick time policy applies to all employees whose home country is the united states address country "us" those employees will see the sick time policy on their profile tab once active employee moves to the uk once the change is processed and their home address country is now “gb” the following happens if there is a policy for gb that the employee fits in the employees balance will now display in the corresponding policy if the new policy has an upfront balance, the employees balance will reflect the following the set starting balance days taken this calendar year employees without a policy that applies to them, will be displayed a default fallback message for example, if you have people who will not be using time off in charthop, you can provide a link to the site where they should complete their time off requests to set the default message for employees without a time off policy applying to them go to admin > modules scroll to hris > time off add in the default message you would like to display adding holidays 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 approvals the approver for a policy can be the requester’s manager, grand manager, or a set person in the organization if a person is reporting to an open job, their manager's manager will receive the request making a policy active 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 adjusting balances 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 maintaining time off in charthop 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, 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 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, s elect 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 time off actions 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 visibility of time off 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 docid\ xyrlltzxie bv4zkzes g by default, nexttimeoff docid 9 kbho1lf4icd6js6u4gk is org public and all other fileds are manager shared time off fields sending time off notifications to slack you can set up notifications to send to slack or email summarizing who is out on any given day to set up the notifications, use intall the bundle with the action into your charthop account to configure the notifications intall the bundle add the name of the channel that you would like the messages to send to to the first action step or select a different message recipient by default, it will send to #general make any modifications to the message if you would like to only send messages for a specific department or team, you can add in a filter into the first line of the action for example {% assign outtoday=db job find{nextdayoff <= today and department=\["people","talent"] } %} if you would like to change the emojis for each time off type or adapt any of the text you may do so there if you would like to add any additional info from the time off request, you may do so using the timeoff docid\ rahsihytvr1nskqtdfkja object for example {{job nexttimeoff startdate}}