Create & manage holidays & time off policies

This guide will walk you through how to create, manage, and configure 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.

Ativar folga #

To start managing holidays and time off policies, you first need to enable the Time Off feature in your workspace.

To enable time off:

1. Click the three-dot menu at the top left of your workspace
2. Select Workspace settings from the dropdown
3. Scroll down to the Time off section
4. Enable Time off by checking the box
5. Enable the option to let Regular users see Time off outside their teams if needed (optional)

Once enabled, you can create time off policies that fit your workspace’s needs.

Create and manage time off policies #

Time off policies determine how your team can request and track different types of leave, such as vacation days, sick leave, or personal time off.

To create or manage time off policies:

1. From the sidebar, click on Time off
2. Click on the Settings icon (gear symbol) on the top-right of the Time off page
3. Select Manage policies to create or edit your time off policies

Key fields to define:

• Atribuído: Choose the members who are eligible to request time off under this policy
• Time unit: Define whether the time off is tracked in days (e.g., vacation) or hours (e.g. banked hours)
• Requer aprovação: Choose whether time off requests require managerial approval. If unchecked, requests will be auto-approved
• Acumulação automática: Enable this option to automatically add days or hours to team members’ balances monthly or yearly
• Permitir Saldo Negativo: Allow employees to request time off even if they have a negative balance (e.g. for sick leave). Optionally, limit the amount of negative balance.
• Allow half day: Enable half-day requests if the policy is in days
• Permitir meio dia em vários dias: Allow employees to request first or second half-days across multiple days
• Permitir horas de folga em vários dias: Allow employees to request hours off across multiple days (if the policy is in hours)
• Criar entradas de tempo automaticamente: Enable this to automatically track time off requests under the chosen project, including billable hours

Gerenciar dias não úteis #

Non-working days (holidays and weekends) can be defined and customized in your workspace settings.

To manage non-working days:

1. Go to the Time Off page.
2. Click on the Settings icon and choose Manage Holidays.
3. By default, Saturdays and Sundays are marked as non-working days. You can change this by customizing the working days in the Workspace settings

Create and manage holidays #

You can create multiple holidays, customize them, and assign them to specific users or groups.

To create and manage holidays:

1. On the Time off page, click the Settings icon
2. Select Manage holidays from the dropdown menu
3. Define your holiday details:
   • Holiday name: Name your holiday (e.g. New Year’s Day)
   • Assigned members: Choose which users or groups are eligible for this holiday
   • Annually occurring: Choose whether this holiday should repeat annually
   • Holiday color: Select a default color or create a custom color for this holiday

Para editar ou excluir feriados:

1. Navegue até a página Folgas
2. Click the three dots next to the holiday you want to edit
3. Select Edit or Delete
   • Editing allows you to change holiday details like name, assigned users, and color
   • Deleting will permanently remove the holiday from the system

When an employee requests time off, holidays and weekends are excluded from the total time off.

Por exemplo: If someone requests leave from Jan 1 to Jan 7, and Jan 1 is a holiday, Jan 2 is a Saturday, and Jan 3 is a Sunday, their request will be reduced to 4 days of time off.

Archive and delete policies #

You can archive or delete outdated policies, such as old vacation policies or specific leave policies no longer in use.

To archive or delete policies:

1. Vá para a página Folga
2. Click the three dots next to the policy you want to archive or delete
3. Choose Archive to remove it from the active policy list (it will not affect balances or requests)
4. If you need to permanently remove a policy, you can delete it after archiving

Deleting a policy removes all requests and balances associated with that policy.

Edit and delete policies #

If you need to make changes to an existing policy, you can edit its details.

To edit a policy:

1. On the Time Off page, click the three dots next to the policy
2. Choose Edit to update the policy name, members, accrual rules, or other details

To delete a policy:

1. Follow the same steps as for editing a policy
2. After archiving, select Delete to permanently remove the policy from the system

View and track time off #

Once you have set up your time off policies and holidays, you can track your team’s time off requests on the Timesheet, Calendar, Time off, and Schedule pages.

Policy and holiday colors: The colors you’ve defined for policies and holidays will appear throughout these pages, making it easy to identify types of leave.

Perguntas frequentes #

Can I have different policies for different types of leave (vacation, sick leave, etc.)?

Yes, you can create multiple time off policies and assign them to different members or groups based on the type of leave.

What happens if I delete a policy?

Deleting a policy will permanently remove all requests, balances, and approvals associated with that policy. Make sure to archive outdated policies if you want to keep the data intact.

Can users see each other’s time off requests?

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

How are holidays treated in time off requests?

Holidays and weekends are automatically excluded from the total time off. If an employee requests time off over a holiday or weekend, those days are not counted toward their leave balance.

How do I assign a holiday to specific people?

When creating or editing a holiday, you can assign it to specific users or groups. This allows you to set different holidays for different members (e.g. national holidays for one group, but not another).

Can I approve or reject time off requests for my team?

Yes, as an Admin or Team manager, you can approve or reject time off requests for the users assigned to you.

Can I track time off across multiple days?

Yes, if your time off policy is set to days, you can allow half-day leave across multiple days. If it’s set to hours, you can allow hourly requests across multiple days.

Can I set up automatic accrual for time off policies?

Yes, you can configure time off to automatically accrue on a monthly or yearly basis for all team members covered by the policy.