Time Off - Overall Settings

Naomi

Before setting up any time off types or policies, the first step is setting up your Time Off settings.

In "Time Off" under the "Settings" tab you can configure high-level options for the entire module. including:

Overall Settings (Time Off Leave Visibility, Profile Balance Display Date and Set a Backup Approver)
Work schedules
Approval flows

Once you've configured these settings, you won't need to adjust them again for a while; however, you should revisit these settings every few years to ensure your policies are still in line with how you've configured things.

This article will explain how to configure the settings in Time Off "Overall Settings" section.

Set up Time Off "Overall Settings"

In "Time Off" click on the "Settings" tab.

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Time Off Leave Visibility – If this switch is on, employees will be able to see who is away. If it's off, employees will only be able to see their own time off requests and no other information.

Note

When the "Time Off Leave Visibility" switch is turned on, these requests can just show that someone is "Away" or it can display full details such as Time Off type and description. This secondary level of visibility control is configured when setting up the Time Off type's visibility settings.

If the "Time Off Leave Visibility" is switched on, employees will see their colleague's time off requests on the Humi homepage and the Humi Calendar.

An example of how it's displayed on the Humi homepage:

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Example of how it's displayed on the Humi Calendar:

Profile Balance Display Date

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In this field, select if you want the employee's Time Off balances to be displayed as the amount they've accrued up to today's date by selecting "Today," or select "Year End" for the balance to be displayed as the total amount for the year.

Note

The year-end date will not default to December 31; instead, Humi will calculate and display the year-end balance based on the date entered in the policy settings.

Set up a Backup Approver

Finally, you can set up a "Backup Approver." Selecting a backup approver is a good way to avoid any confusion and prevent all admins from getting time off requests when a designated approver is unavailable.

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Check out this article for more information, which includes a step-by-step guide on how to set up a Backup Approver.

Once you've set up the fields in the "Overall Settings" section, the next step is setting up your work schedule.

Click here to set up your "Work Schedule"