Implementation Guide: Time off management features

Through the Time-off management features, you can manage your employees’ time off within Workable. As an HR Admin, you can easily create time-off policies, set up public & company holidays, and create work schedules for each of your company entities. You can then assign these policies and work schedules to your employees and enable them to request time off directly from their Workable employee profile.

Implementation steps

Step 1: Before you get started

To ensure a smooth implementation for Time-off management, it's best to complete the necessary prerequisites beforehand.

Time off prerequisites
Enable Employee management features	Enable employee onboarding and management features for your account (if not already enabled). ▶︎ Enable employee management features
Implement Employee management features	If you haven't already, implement our employee onboarding and management features as described in the guide below. ▶︎ Implementation guide: Employee onboarding & management Before employees can request time off in Workable, it's necessary to build your employee directory and invite your employees to Workable.

Step 2: Setting Configuration

Configure your work schedules, public holidays, and time off types/policies in the order they appear in the below list.

Time off Management Settings
Work schedules	Create work schedules for your organization and define working days and hours for your employees.  ▶︎ Add and manage work schedules
Holiday calendars	Create and configure the public holidays or any specific company holidays.  ▶︎ Add and manage holiday calendars
Time off (types/policies)	Create time-off types and policies that may apply to different groups of employees (based on their entity, location, or site). ▶︎ Add and manage time off types and policies When creating or editing a time-off type or policy, you can set up approval flows. Learn more below: ▶︎ Time-off approval flows

Step 3: Employee Configuration

Choose which time-off policies each employee is eligible for and adjust their time-off balances (if needed). 

Employee Configuration
Assign time-off policies to employees	Before an employee can request time off in their profile, as an HR Admin, you must select which time-off types should be available for each employee and the policy that needs to be applied for each type. ▶︎ Assign time-off policies to employees
Edit time-off balance for employees (Optional)	If needed, adjust the balance for a time off type of an employee (e.g. bonus days offered). ▶︎ Edit employee's time-off balance
💡 You can assign policies to employees and update their balances in bulk via a CSV file.

Step 4: Time-off requests

You are now able to utilize the Time off features. 

Time off requests
Request/cancel time off	A time off request can be created or canceled within the employee profile (via desktop & mobile). ▶︎ Requesting time off ▶︎ Canceling time-off requests
Review time-off requests	Review time-off requests and approve/reject via the employee profile or Workable Inbox (via desktop & mobile). ▶︎ Approving/rejecting time off requests
View time off balances, history (Time off tab)	Time off details, including time-off balances & history, as well as upcoming time off, will be available under the Time off tab within each employee profile. ▶︎ Viewing employee's time-off (balances, history)
Check who is out	See who is scheduled to be out in the company calendar. ▶︎ 'Time-off' company calendar
Time-off reports	Access time off reporting for your employees: ▶︎ Time-off requests Report ▶︎ Time-off balances Report

 

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