How to Manage Time Off on the Settings Menu

Article author
Learning Center Mekari
  • Updated

After adding an employee's schedule or work schedule, you can also add leave or time off. Time off is an employee's leave or policy when not in the office. Each company's leave policy will be arranged based on user needs. Here are the steps:

  1. On the Dashboard menu, click the "Profile" icon at the top right.
  2. Then click "Company Settings".
  3. Click the Time Management menu and then select "Time Off".
  4. Complete the required information. Fill in the name of the leave in the Policy Name, the leave code from the name of the leave made in the Policy Code, and a short description of the leave in the "Policy Description".
  5. Enter the date the leave policy can be used in Effective as of.
  6. If you tick the Default time off for new employee information, then the leave policy will automatically be assigned to the employee who has just been inputtedThis setting can also be selected as the default for all employees or can be restricted via the filter box by selecting"Select Filter".
  7. Check This policy has unlimited balance if the leave policy you created does not have a balance limit.
  8. Next, specify the type of leave policy in"Policy Type".There are three types of policies that you can use, namely:
    1. Anniversary Leave
      Rights will be renewed on each date the employee joins.
    2. Monthly
      Rights will be renewed every month on a predetermined date.
    3. Annually
      Entitlements will be renewed every year on the specified date.
  9. You can also specify the Expired Time Off or the leave expiration period. There are three settings that you can choose from, namely:
    1. Months: Determination of leave validity period based on a certain number of months.
    2. Selected day & month: Determination of the validity period of leave based on a certain date without being affected by the employee's joining date.
    3. Minimum expiry: Determination of the tolerance period for the application of an expiration date for a leave policy, based on the number of months specified before the expiration date.
    4. Anniversary (monthly): Determination of the validity period of leave based on the employee's joining date in each month.
    5. No expiry date: Leave has no expiry date.
  10. When you use the Annually policy type, you can specify the rounding that will be used for the leave balance that appears, in the "Rounding" section, if the leave calculation prorates has a result with decimal fractions.
  11. In the "Balance Generated" information, you can also determine the amount of leave balance based on the employee's Length of Service (monthly/yearly).
  12. Next, if you have completed all the required information, click "Save & Add Policy".

Furthermore, you can set employee time off on the Time Management menu by a user with the Superadmin or Admin role. You can set time off manually or in bulk.