Through this policy, we can inform our staff of how many vacation days they have.
We click on Settings⚙️ > Vacation Policies.
On the new screen, we select the Add option to create a new policy. We give it a name so that it can be easily distinguished from the rest. We also indicate the number of vacation days and whether they will be calendar or business days. We can learn the difference between these days through this post: Vacation days in calendar or business days. We also choose whether holidays are counted or not within the vacation count and whether these vacations expire at the end of the year or if the days accumulate.
Additionally, we will establish the staff's free days. You can find more information about this in the post How to set up the Vacation Policy. In the Annual vacation policy field, we can inform about possible modifications to the policy and thus have a history of them. We explain all the steps in the post How to make a modification to the vacation policy. Finally, we will mark the Add button to save the changes.
How to assign the vacation policy created
Once the vacation policy has been created, we can assign it in different ways:
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Set it as the default policy for the company: We can configure it as the default policy so that all employees are assigned the same one.
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Assign it to a specific WorkPlace: This can be done by selecting the appropriate centre or centres in the policy settings, using the "Work Places" dropdown. This way, all employees in the selected Workplaces will have this policy assigned, overriding the default policy.
👉 Please note that the "Work Places" field is optional. If we don't want all employees in a particular work place to be assigned this policy, we should leave it empty.
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Assign it at an individual employee level: This can be done by going into each employee’s profile. Navigate to People, click on the relevant employee (you can use the search tool 🔎), and once inside their profile, go to the Policies tab. In the Vacation section, select the appropriate policy.