Skip to main content
Français (Canada)

Time Off FAQs

Updated

Welcome to our Time Off FAQs page!

Here, we've compiled answers to the most frequently asked questions we get from admins about using the Time Off module, designed to simplify your understanding and enhance your experience. This resource is your go-to destination for quick insights and troubleshooting tips.

Click any of the questions below to get the answer you're looking for.

Why can’t my employees make Time Off requests?

If your employees can't make time off requests, this typically means they haven’t been assigned to any Time Off Policies yet.

How to Assign a Time Off Policy

  1. Head over to the Time Off section and click on the Time Off Policies tab.
  2. Locate the Time Off type you're working with, then click on the three dots next to the specific time off policy you want to assign.
  3. Choose Assign from the dropdown menu.
  4. Click the Select Employees button, and a pop-up will appear.
  5. In the pop-up, simply click on the names of the employees you want to assign this Time Off policy to, then hit Assign.
  6. Once you've selected all the employees, click the Next button.
  7. Review the list of employees who will be added to the policy. If everything looks good, click Next.
  8. On the next page, you'll see any employees you've removed from the policy. Select the Accrual End Date for their removal, then click Save.
    Screen_Shot_2022-06-02_at_4.04.27_PM.png

Related article: How to assign a time off policy

If you've set up and assigned Time Off policies to your employees and they still can't make time off requests, please contact Humi Support. Log in to access our 24/7 chatbot with live support available to admins Monday to Friday from 9 am–5 pm ET.

I have 10 employees in my company, but only 8 will use time off—how am I going to get charged?

Humi charges a flat rate for the Time Off module based on your account's total number of users. So, if you have 10 employees, you'll be billed for 10, even if some aren't assigned to any time off policy.

Why are Time Off requests being sent to the wrong person for approval?
If the time off requests are being sent to the wrong person this means there's an error within your approval flow. Approval flows determine who is responsible for receiving and approving requests.
Click here to review how to set up and assign Time Off Approval Flows.
How can I add a new holiday for my company to observe?

You can add custom holidays to the work schedules you created in Time Off settings. 

  1. In Time Off, click the Settings tab. 
  2. Scroll down to the Work Schedules section and click the three dots next to the work schedule, and select Edit Schedule. 
  3. In the Holidays section, click the + Add custom holiday button.
  4. Select the holiday date, name it, and then click Save. 

Your new custom holiday has been added to that work schedule. If you have multiple work schedules for different offices, you must repeat this process to add the new custom holiday to each. 

 

How do I Change An Employee's Time Off Policy? 

We've streamlined the process for updating an employee's time off policy directly from their profile. Follow these simple steps:

  1. Navigate to the People module.
  2. Select the employee to open their profile.
  3. Go to the Time Off tab.
  4. Click the three dots next to the relevant Time Off type.
  5. Choose Change Policy.
  6. Select the effective date and the new policy type.
  7. Save your changes.

For a more detailed guide, please take a look at our comprehensive article that walks you through the entire process.

How Do I Request Time Off So It Follows The Approval Flow?

If you want your time off request to go through the approval flow, you must change your role from Admin to Employee before requesting the time off.

If you're logged in as an admin when you make the request, it will not go through the approval process and will automatically be approved. 

How to change your role in Humi: Screenshot 2024-07-19 at 10.46.06 AM.png

  1. Log in to Humi.
  2. Click on the dropdown arrow next to your name in the upper right corner.
  3. Hover over Roles, then click Employee.
  4. Humi will reload, and your permissions and access will be updated to match the employee role.

Now you can make your time off request, which will follow the approval flow. 

For a more detailed guide, check out this article.

How Do I Remove Days From An Employee's Vacation Balance? 

If you need to adjust the balance for just one person, you can do it manually. For company-wide changes, our Adjustments Importer in Reporting makes it easy.

  1. In People, click on the employee you need to go to their employee profile.
  2. Click on the Time Off tab. 
  3. Find the Time Off Type that needs to be adjusted, then click on the three dots and select Make Adjustment from the dropdown menu. Screen_Shot_2022-06-08_at_4.48.10_PM.png
  4. In the pop-up, select the date you need to make the adjustment.
    In the Adjustment field, select Add or Subtract, then enter the amount of days you need to adjust.
    In the Add Note field, you can add a note about why you're making the adjustment so that if anyone asks about it later, you can reference this note.
  5. Click Save.

The adjustment is completed and you can see it on the Transactions Log.

Related article: How To Make A Time Off Balance Adjustment

How Do I Calculate My Employee's Time Off Balance?

 

  1. In People, select the employee.
  2. From their employee profile, click the Time Off tab
  3. Find the Time Off Type you want to check, click on the three dots and select Calculate Balance from the dropdown.
  4. Use the calendar to choose the dates you want to calculate the balance. To calculate the remaining balance for the year, click on December 31st.

Read the full article: How To Calculate Your Employee's Time Off Balance