Here we're going to take a look at all the options available to configure the vacation policies your company needs. By going to the "Settings" section, then to "Allowances", you will have the option to create a new policy. You will then have the opportunity to choose its name and a bunch of other properties.
The key to understanding how policies work is by thinking in cycles. For example, in many countries the allowance is given to the employees once per year, whereas in other countries it is given every month. The moment in which the allowance is credited can also be configured, along with how soon it needs to be spent before expiring. Here is the list of controls you can tune to represent your policies:
- Amount: the amount of days earned by the employee on each cycle.
- When employees start their contracts in the middle of a cycle they will start by receiving the proportional amount.
- In case the allowance is recorded in hours, then this number will refer to the amount of hours to be earned.
- Cycle type: the aforementioned amount can be earned every month or every year.
- Cycle on employment start: when checked, each employee will earn allowance based on their individual start of employment. When not checked, then every employee subject to this policy will receive their allowances on the same day.
- When this option is used, the contract start date on each user profile has to be filled. That date will be used as the base value to determine the cycles. If it is not present the policy will not grant any allowance.
- Start of cycle: only available when cycle type is year. You can then choose in which month of the year the allowance will be credited.
- Amount available at start of period: when checked, the allowance days will be given upfront. For example, new employees will have allowance available for them on their first day. When not checked, then they will have to work until the end of the cycle and only then have their days available for the corresponding period.
- Expiration: when "No expiration" is selected, all the allowance granted via this policy will be kept by the employee until they choose to spend it. When not checked, then it is possible to choose for how many months the earned allowance will be valid for.
- Notice that the expiration date is calculated based on the start of the cycle. For example, if the policy yearly cycle starts in January and allowance is valid for 12 months, then even if an employee starts work in July, those days will still be expired by the end of the year.
With these you will be able to create the exact policies used by your company. The next step is then to assign the policies to the users you need. That can be done when a new user is added into the app, by going to a particular user profile, or in bulk through the users list page. If you need further help, feel free to contact our Customer Support.