Créer et gérer des politiques de jours fériés et de congés

This guide will walk you through creating, managing, and configuring time-off policies and holidays in your workspace. As a Workspace Admin or Owner, you have full control over these settings, ensuring that your team’s time off is accurately tracked and managed.

Activer les congés #

Pour commencer à gérer les jours fériés et les politiques de congés, vous devez d’abord activer la fonctionnalité de congés dans votre espace de travail.

Pour activer les congés :

1. Click the three-dot icon next to your workspace name
2. Sélectionnez Paramètres de l’espace de travail 
3. Descendez jusqu’à la section Congés
4. Enable the toggle for Activate time off
5. Enable the option to let Regular users see time off outside their teams if needed (optional)

Créer et gérer des politiques de congés #

Les politiques en matière de congés déterminent comment votre équipe peut demander et suivre différents types de congés, tels que les congés annuels, les arrêts maladie ou le temps libre personnel.

Pour créer ou gérer des politiques de congés :

1. Select Time off from the sidebar
2. Click on the gear icon in the top-right corner of the page
3. Sélectionnez Gérer les politiques
4. Enter the settings for your policy
5. Cliquez sur Créer un nouveau congé

Clicking Create New creates a new Time off policy and you can edit it at any time.

Here’s a guide to each setting when creating a new policy:

Feature	Description
Policy name	The name of the new policy. You can also choose a color and symbol for the policy.
Assignee	Members or groups to which this policy applies
Time unit	Set the time off in Days or Hours
Requires approval	Choose whether time off requests require managerial approval. If unchecked, requests will be auto-approved. If enabled, check the choices for: Who can approve: • Admins • Team managers • Specific members
Balance expiry	• Never expires (default) – Balance for this policy won’t have a start or end date and won’t expire • Has expiry dates – Accrual, and every balance for this policy needs to have a start and end date defined
Automatically accrues	Automatically adds days or hours to team members’ balances monthly or yearly
Allow negative balance	Allow users to request time off even if they have a negative balance. Enabling this unlocks the following settings: • Limit to x days per year/month – Limit negative balances to a specified number of days per year or month • Reset negative balance at the end of the year – Clears negative balances at year’s end
Allow half day	Allow users to request partial days off or specific hour blocks of the working day
Automatically create time entries	Automatically generate time entries in the Timesheet for approved time off

Adding new days to a time-off balance will increase the total available amount, but it will not automatically eliminate or clear any existing negative balance.

Créer et gérer les jours fériés #

Vous pouvez créer plusieurs jours fériés, les personnaliser et les attribuer à des utilisateurs ou à des groupes spécifiques.

Pour créer et gérer des jours fériés :

1. Accédez à la page Congés
2. Click on the gear icon in the top-right corner
3. Sélectionnez Gérer les congés
4. Cliquez sur Créer un nouveau congé
5. Enter a name for the holiday
6. Select the members you want to apply the holiday to in the Assignees dropdown
7. Set the date or date range for the holiday in the Period section
8. Enable the following settings (optional):
   • Occurs annually – The holiday is set to occur every year
   • Automatically create time entries – Approved holidays will create time entries

9. Click Create

By default, Saturdays and Sundays are marked as non-working days. You can change this by customizing the working days in the Workspace settings.

Gérer les jours non ouvrés #

Les jours non travaillés (jour fériés et week-ends) peuvent être définis et personnalisés dans les paramètres de votre espace de travail.

Pour gérer les jours non travaillés :

1. Click the three-dot icon next to the workspace name
2. Sélectionnez Paramètres de l’espace de travail
3. Locate the section for Working days
4. Click on the days and check all the days that you and your team work

Lorsqu’un employé demande des congés, les jours fériés et les week-ends sont exclus du total des congés.

Par exemple : 

Si une personne demande un congé du 1er au 7 janvier, et que le 1er janvier est un jour férié, le 2 janvier un samedi et le 3 janvier un dimanche, sa demande sera réduite à 4 jours de congé.

Modifier un jour férié #

To edit a holiday:

1. Accédez à la page Congés
2. Click the gear icon in the top-right corner
3. Select Manage holidays
4. Click the three-dot icon next to the holiday you want to edit
5. Select Edit
6. Edit the holiday settings as needed
7. Cliquez sur Enregistrer

Important notes about editing a holiday:

• If you add a holiday or change its date after a team member has already submitted a leave request for that period, their balance automatically updates to reflect the new non-working day.
• If you’ve recently hired new people or changed teams, double-check that they are assigned to the holiday. If they aren’t assigned, the system will treat that day as a normal workday and deduct it from their balance.
• Any color changes you make to a holiday will update instantly across the Calendar, Schedule, and Time Off timeline views for everyone assigned to that holiday.

Supprimer un jour férié #

To delete a holiday:

1. Accédez à la page Congés
2. Click the gear icon in the top-right corner
3. Select Manage holidays
4. Click the three-dot icon next to the holiday you want to delete
5. Cliquez sur Supprimer
6. Click Delete again to confirm the action

What happens after deleting a holiday? #

• If a user had a time off request that spanned across the deleted holiday, the system will no longer exclude that day.
  • Example: If a user was off Monday–Wednesday and Tuesday was a holiday, they were originally charged 2 days. If you delete the Tuesday holiday, their request will now be worth 3 days, and their balance will decrease accordingly.
• If Automatically create time entries was enabled for holidays, deleting the holiday does not automatically delete the generated time entries in the Timesheet.
• The holiday will immediately disappear from the Time Off, Calendar, and Schedule views for all assigned members.
• Unlike archiving a policy, deleting a holiday is final. If you delete it by mistake, you will need to recreate it and re-assign it to the correct members or groups.

Archive a policy #

Vous pouvez archiver ou supprimer des politiques expirées, telles que d’anciennes politiques de vacances ou des politiques de congés spécifiques qui ne sont plus utilisées.

To archive a policy:

1. Accédez à la page Congés
2. Click the gear icon
3. Sélectionnez Gérer les politiques
4. Click the three-dot icon next to the policy you want to archive
5. Sélectionnez Archiver

What happens after archiving a policy? #

• All past time off requests, approved leave, and historical balance logs remain intact. Your reports will still show accurate data for that period.
• Existing balances for that policy are preserved but will no longer accrue new time (even if auto-accrual was enabled).
• If you archived a policy by mistake, you can restore it at any time to make it active again.

Delete a policy #

Policies should be archived first before they can be deleted. If you don’t see an option to delete a policy, archive it first.

Pour supprimer une politique :

1. Accédez à la page Congés
2. Click the gear icon
3. Sélectionnez Gérer les politiques
4. Click the three-dot icon next to the policy you want to delete
5. Sélectionnez Supprimer
6. Type DELETE in the text field
7. Click the Delete button to finalize the action

Reminders before deleting a policy #

Unlike archiving, deleting a policy is permanent and has a significant impact on your workspace data. Before you hit delete, here is what you need to know:

• Every request (approved, pending, or rejected) associated with that policy will be permanently removed from the system.
• All user balances tied to that policy, including any tracked accruals will be erased.
• Your historical reports will no longer show leave taken under this policy which can lead to gaps in your time-tracking records.
• There is no “Undo” button for deleting a policy. Once it’s gone, you would have to manually recreate the policy and re-upload everyone’s balances and past requests from scratch.

Only delete a policy if it was created by mistake and contains no real data. For everything else, Archive it instead to keep your records safe.

Gérer le solde des congés #

Clockify also allows you to manage when and how your team members use time off balances.

Définir la date d’expiration de la politique

You can define whether the balance for a specific time-off policy expires or never expires. This setting affects all users under that policy.

1. Go to the Time off page and open Manage policies in Settings
2. Click Edit next to the policy you want to change
3. Go to the Balance expiry section and choose one of two options:
   • Never expires (default)
     Balance doesn’t have an expiry date
   • Has expiry dates
     All future accruals and balances for this policy require a defined start and end date

Important à noter:

• If you switch the policy to Never expires, all existing start and end dates on user balances will be removed
• Si vous passez à la politique Avec dates d’expiration, tous les soldes existants auront une date de début fixée à aujourd’hui et tous les soldes futurs devront avoir une date de début et une date de fin.

Lorsqu’un utilisateur demande un congé, Clockify déduit toujours les jours du solde qui expire le plus tôt.

Consulter et suivre les congés #

Une fois que vous avez mis en place vos politiques de congés et de jours fériés, vous pouvez suivre les demandes de congés de votre équipe sur les pages Feuille de temps, Calendrier, Congés et Planning.

FAQ #

Est-il possible d’avoir des politiques différentes pour différents types de congés (vacances, arrêts maladie, etc.) ? #

Oui, vous pouvez créer plusieurs politiques de congé et les attribuer à différents membres ou groupes en fonction du type de congé.

Can I set different holiday calendars for teams in other countries? 

Absolutely. When creating or editing a holiday, use the Assigned members field to select only the specific users or groups located in that region. This ensures that a holiday in the UK doesn’t accidentally give your US-based team a day off on their Clockify calendar.

Les utilisateurs peuvent-ils voir les demandes de congé des autres utilisateurs ? #

Admins can view all time off requests. Team managers can view their team members’ time off. Regular users can only view their own time off, unless the setting Allow regular users to see time off outside their teams is enabled.

Est-il possible d’effectuer un suivi des congés sur plusieurs jours ? #

Oui, si votre politique en matière de congés est définie en jours, vous pouvez autoriser des congés d’une demi-journée sur plusieurs jours. Si elle est définie en heures, vous pouvez autoriser des demandes horaires sur plusieurs jours.