Track Time & Expenses

Create & manage time off policy

Manage holidays, vacations, and other types of leave, and track accrual and balances.

Time off is a paid feature, which you can enable by upgrading your workspace to Standard, Pro, or Enterprise plan.

User interface displayed in this video may not correspond to the latest version of the app.

Creating and managing policies #

Before anyone can request time off, you first need to enable Time off in Workspace Settings and define a time off policy.

  1. Open to three-dots menu at the top left
  2. Choose Workspace settings
  3. Scroll down to the Time off section
  4. Enable time off
    Optionally choose if Regular users can see Time off outside their teams

To access all your policies and create new ones:

  1. Open the Time off page from the sidebar
  2.  Click on the Settings icon
  3. Choose if you’d like to manage or create holiday or time off policies

You can have multiple policies, one for each type of employee.

Each policy has several fields that affects only that policy:

  • Assignee – only team members you add to the policy will be able to request time off for it
  • Time unit – you can track time off and balance in days (like vacation) or hours (like banked hours i.e. time off in lieu)
  • Requires approval – your team members can submit time off requests, which managers or specific members can approve (admins can approve time off for everyone). If left unchecked, all requests are automatically approved when submitted.
  • Automatically accrues – all active policy members will receive selected number of days or hours on their balance at the start of each month or year
  • Allow negative balance – if checked, team members can request time off even if they don’t have enough available days/hours (you can use this option for Sick leave). You can also limit the number of allowed negative balance.
  • Allow half day – if time off policy is calculated in days, you can let people ask for a half-day leave
  • Allow half day across multiple days – if time off policy is calculated in days with Allow half day enabled, you can let people pick first or second halves of days off across multiple days
  • Allow hourly across multiple days – if time off policy is calculated in hours, you can let people pick multiple hours off across multiple days
  • Automatically create time entries – automatically create time off and holiday entries and track approved time off requests and holidays with the project you choose

Archiving policies #

You can archive policies that are no longer used (e.g. Vacation 2021).

  1. Click on the three dots next to the policy
  2. Choose Archive from the dropdown

You can restore or delete the policies in the same way.

When you archive a policy, all balances and requests remain, but team members can’t choose the archived policy when requesting time off. Deleting a policy deletes all the requests and balances for that policy.

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