This article contains tips to ensure that you've set up your time off and time off policies correctly.
Required settings.
- You've enabled the setting Reduce target hours and count any time tracked as overtime during time off? for all standard time off, during which employees are not expected to work.
- You've created time off policies for all the time off types.
- You've enabled the setting Can a substitute request this time off type simultaneously? for time off policies for time off types such as sickness, sick child or remote work. This way, if an employee is substituting for a colleague and gets sick, they can request time off.
- The time off policy setting Valid on matches the working days of the work schedules.
- You've assigned time off policies for these time off to all your internal employees from hire date.
- You've deleted time off policies that are not in use.
- You've adjusted the time off balance for all employees, to display the carryover from the previous year correctly.
- You've set up the Time off Calendar with the relevant time off types.
Optional settings
- You've added all payroll-relevant time off types under Settings > Payroll > Salary & Payroll, in the Time off types in time off tab section.
- You've enabled the Half-day requests setting for daily time off types that can be requested as half days.
- You've imported past and planned time off into Personio.
Congratulations 🎉
You are ready to tackle the next module.