Time off for admins
After the early access period, this feature will become part of ChartHop's HRIS Module.
ChartHop current only support unlimited time off policies.
ChartHop includes a set list of time off time
- PTO
- Sick
- Jury Duty
- Parental Leave
ChartHop allows you to create any custom approval chain that you would like.
You can setup a simple one that directs the request to the manager or a more complex multi-step approval flow.
Contact your ChartHop Representative to help configure your time off approval workflow.
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.
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.
As an admin, you are able to delete any pending or approved time off request.
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.
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.