How to Create a Time Off Type

Have more questions? Submit a request

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.

Time Off Types vs 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.

Screenshot_2023-04-28_at_10.32.19_AM.png

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.

 

One policy per employee

Each employee can only be assigned one policy for each type of time off. So one vacation policy, one sick policy, one bereavement policy, etc.

 

How to Create a Time Off Type

From the Settings Tab During Policy Creation

If this is the first time you’re setting up your Time Off Types, you’ll want to do so from the Settings tab in the Time Off module. This allows you to see a list of the Time Off Types that have already been added to Humi, so you can edit or create new types as needed.

GIF Recording 2024-03-04 at 2.25.45 PM.gif

  1. In Time Off, click on the Settings tab
  2. Scroll down to the Time Off Types section
  3. Click on the Create Time Off Type button in the upper-right corner
  4. On the Create Time Off Type page, fill in the required fields denoted with an asterisk
  5. Once you've filled in the required fields, hit the Save button

 

Understanding the 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

Screen_Shot_2022-05-17_at_4.37.03_PM.png

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.

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.

  • If you select Public, employees will be able to see their colleague's Time Off request details, including the type name and the request description.
  • If you select Private, employees will see that their colleague is "Away" with no further details.

Want to keep it all confidential?

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.

This field can't be edited later

If you need to adjust the number of hours per day, you'll need to create a new Time Off Type and delete this one.

Paid Time Setting

Use the dropdown menu to select how Humi Payroll should treat this type of time off:

  • Unpaid Time
  • Paid Time
  • Time Worked

Typically, Vacation is "Paid," Sick or Personal are "Unpaid," and Working Remote or Work From Home is 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.
  • 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

Screen_Shot_2022-05-18_at_10.54.35_AM.png

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.

  1. In Time Off, head to the Time Off Policies tab
  2. Scroll down to the Time Off Type you’d like to set as default
  3. Click on the Three Dots in the upper-right corner of the desired type
  4. Select Mark as default to select that Time Off Type as the default across Humi

 


Onboarding.png

Learn How to Create a Time Off Policy.

Now that your Time Off Type is ready, the next step is creating a Time Off Policy.

Click here to get started!

Was this article helpful?
0 out of 3 found this helpful