We know time off types and policies can be a little confusing, so you can think of time off "types" as categories and time off "policies" as the sub-categories within a time off type.
For example, you can create a time off type for "Vacation." Your company may have several vacation policies that vary based on the length of time the employee has worked there, such as a:
- 10-day vacation policy
- 15-day vacation policy
- 20-day vacation policy
Instead of adding a new time off "type" for each of these vacation policies, you should create time off "policies" for each within the "Vacation" time off type. Learn how to set up time off "Policies"
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.
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. When employee's 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.
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.
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 selecting the time off they want to use.
Once you've filled in all of the required fields, click the "Save" button.
Set a time off type as the default
After creating a few time off types, you can mark one as 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, transactions logs, etc. the default type will show up first for everyone in the Humi.
Now that you know how to set up time off "types," click here to learn how to set up time off "policies."