Being able to tell why someone is away is a massive help in a busy workplace. Humi makes this simple with Time Off Types. These high-level differentiators keep your Time Off Policies organized in easy categories so you know whether someone is on vacation or recovering from the flu.
This article will go over the following:
- The difference between Time Off Types and Time Off Policies
- How to set up Time Off Types
- How to set a default Time Off Type
The difference between Time Off Types and Time Off Policies
Humi's Time Off module is designed with two main differentiators: Time Off Types and Time Off Policies.
You can think of the Types as the parent categories and the Policies as the sub-categories within them. Policies are variations that live nested within a specific Type of Time off in Humi. This allows you to assign unique policies to different employees within your company.
Let's use a Time Off Type named "Vacation" as an example.
Within the "Vacation" type, you could have various Time Off Policies set up for different groups of employees. So, if your Vacation policies vary based on the length of time an employee has worked for the company, you could have three policies set up under the Vacation Type:
- 10-day vacation policy
- 15-day vacation policy
- 20-day vacation policy
You would then assign the policy that applies to the employees based on their eligibility.
This helps keep things easily organized by nesting the different policies within a parent group. So, whenever you add a new option to your company's Vacation offerings, you can add a policy within the Vacation Type and assign it to the relevant employees. Learn more about how to set up Time Off Policies.
Note
Each employee can only be assigned one policy from each Time off type.
How to set up Time Off Types
- In Time Off, click on the Types & Policies tab
- Click on the Create Time Off Type button in the top right corner
- On the Create Time Off Type page, fill in the required fields denoted with an asterisk
- Once you've filled in the required fields, hit the "Save" button
Time Off Type Fields
| Field Name | What it's for |
|---|---|
| Type Name | Enter the name that will appear in Humi when employees are booking Time off using this type. The "Type Name" is typically the category name such as "Vacation, Sick, Personal," etc. |
| Colour |
Choose the colour that will be associated with this type of Time off. Then, when employees request this Time off type, this colour will be displayed on the yearly Time off usage chart for easy identification. |
| Icon | Choose the icon that will be associated with this type of Time Off. The icon can help with easy visual identification across the interface. Note: The icon you choose will also be visible to employees. |
| Visibility |
Using the dropdown menu, select whether this type will be visible to employees when used.
Note: If you don't want employees to know when their colleagues are away from work, you can restrict access to everyone with the "Overall Visibility" toggle in the "Overall Time Off Settings" tab. Learn more about "Time Off Settings" here. |
| Track Time In (Days / Hours) |
Select the unit you would like Humi to use when employees book Time Off. This unit will be applied wherever applicable, including employee requests, employee profiles, and reporting. |
| Hours Per Day |
Enter the number of hours in your work day. For many companies, eight hours is the standard. This is used for reporting purposes, and if you have Humi Payroll, it's used for specific Payroll calculations. Based on what you set here, it will also auto-suggest this number of hours per day when employees request Time off on an "Hourly" Time Off Type. |
| Paid Time Setting |
Use the dropdown menu to select if this Time off type should be "Unpaid Time, Paid Time, or Time Worked" in Humi Payroll. Typically, Vacation is "Paid," Sick or Personal are "Unpaid," and Working Remote or Work From Home are set as "Time Worked." |
| Description |
Use this field to describe the purpose of the Time off "type." For example, "Sick days are to be used when you are too sick to work," or "Vacation days are to be used to rest and recharge." Employees will see this description when requesting this type of Time Off. |
How to set a default time off type
After creating a few Time Off Types, you can mark one as the default. When you mark a type as default, it will be prioritized and displayed first throughout Humi.
For example, when making a request, viewing reporting, transaction logs, etc., the default type will show up first for everyone in Humi.
Now that you know how to set up Time Off Types, click here to learn how to set up Time Off Policies.