Setting up Time Off

Step 1

On your Dashboard, go to your Settings, click on Leave, and then click on Time Off Type.

Step 2

Click on the add new button on the top right to set up time off.

Step 3

This is where you are able to set up your time-off policies. The fields marked with a (*) are compulsory fields that need to be filled up. Eg. Time Off Name and Label. The fields in the time off category are very similar to what you have done to set up your different leave types, so if you are unsure about a particular field, you can refer to this guide Setting up leave types: Knowledge Base (freshdesk.com).

Step 4

Once you are done filling out the employee self-service section then you can move on to the entitlement policy for time off. If you have any questions about how to fill out the entitlement policy section, please refer to these guides below to help you understand each title more.

• Setting up Leave Entitlement & Earning: Knowledge Base (freshdesk.com)  
• Setting up Leave Carry Forward: Knowledge Base (freshdesk.com)