To effectively manage time off in your company, the first step is to create time off policies and assign them to your employees.
Where to find the time off policies
- On your sidebar, head to Settings
- Go to Time
- Click on Time off
In there, you will find the default time off policy already created by Factorial. All the employees in your company are assigned to this time off policy by default. You can directly edit this time off policy by clicking on See policy, or following this article to discover how to create a new one.
❗Remember that:
- You cannot delete the default time off policy
- Once you have more than one time off policy created, you can define which policy will be the default one by pressing the gear icon
To create a time off policy
1. From the Time off page, press the button Add Time off - 📍 Located in the upper right corner
2. Choose the Policy name
3. Click on Add time off policy
4. From the Basic information tab, you can edit/add:
- The Policy basic info (name and description)
- The Time off allowances
Learn more about time off allowances
To add employees
- Head to the Employee Section inside the Time Off Policy
- Click on the (+) 📍 Located in the upper right corner
- Select the employees
- Click Add employees
❗An employee can only be assigned to one time off policy, but you can change the assignment if you need.
⚙️ To complete the time off policy configuration, the next step is to configure time off allowances.