Creating Time Offs
Fostering a healthy work-life balance has become an essential aspect of employee well-being and organizational success. With raiseR's Time Off feature you can create various types of time offs and give chance to organization employees to request a granting break as a strategic investment in both employee and organization productivity.
To create a Time Off:
- Make sure you are logged in as an Admin to your raiseR account.
- Navigate to Settings ⚙ and open the Leaves and Attendance → Time Offs section.
- Click the + Add button.
- Start configuration of Time of details; Accrual Schedule; Accrual Amount; Carryover Options; Encashment Options.
Time Off Type
- Icon - choose the Icon.
- Name - enter the name of the time off.
- Policy Details - briefly describe the type of time off and click Choose File button to attach any relevant documents.
- Hourly - enable or leave disabled toggle to make the time off hourly or daily.
- Policy Type - choose Policy Type:
- Accruable - the time off will accrue days as the year progresses. Just set the number of days per year to distribute it over a year with desired periodicity.
- Non-Accruable - time offs won't accrue in the employees' profiles.
- Calculate Request - choose whether the working or calendar days will be calculated for the time offs.
- Allow negative balance - by enabling this toggle you will let the employees to request time offs even if their balance is negative.
- Max negative amount - specify how many days could the employees go negative with their time off balances.
- Report Time Off - indicate days prior to reporting a time off.
- Request/Report Time Off - specify the range during which a time off can be requested or reported by the employee.
![](https://tawk.link/64ad4654cc26a871b027b63d/kb/attachments/12CNWYXdv1.png)
Accrual Schedule
- Starts - specify how many days after the hire date the time offs should accrual.
- Periodicity - choose to distribute accrued time offs over a year on a daily, monthly, quarterly or yearly basis.
- Max accrual - specify the number of days that can be accrued.
![](https://tawk.link/64ad4654cc26a871b027b63d/kb/attachments/TlMs2zKeIc.png)
Accrual Amount
- Use Total Amount - enable the toggle for the system to auto-calculate the amount to be accrued.
- Round Off - enable the toggle to round the amount of accrued days.
- Round Up from - choose the needed option.
- Total Amount Per Year - specify the number of days that can be accrued per year.
- Amount accrued - here you will see the daily calculation of time off based on the periodicity selected above.
- First accrual - show total amount of accrued dates depending on the hire date.
![](https://tawk.link/64ad4654cc26a871b027b63d/kb/attachments/mf-WaEBZ2m.png)
Carryover Type and Freezing the Amount from Carryover to Be Later Cashed Out
- Click on Carryover Type from the drop-down menu.
- Select the needed type:
- None - this will disable the Carryover functionality.
- Up to - set a limit for the carryover by defining the maximum number of allowed carryovers starting from the date you specify by choosing either:
- Calendar Day
- Hire Date
Important: If you have enabled the Up to or Unlimited carryovers you would need to set the Encashment preferences as well.
![](https://tawk.link/64ad4654cc26a871b027b63d/kb/attachments/jFzHZXJiuG.png)
Encashment Options
- Encashment - enable the toggle to allow employees to freeze the amount of unused time offs from carryover to be later cashed out.
![](https://tawk.link/64ad4654cc26a871b027b63d/kb/attachments/I6i40rty14.gif)
Now, once the Time off is set, we need to:
- Click + Add in the Document Template block.
- Select the template(s) you need, and then click Save or Cancel to apply or discard the changes, respectively.
![](https://tawk.link/64ad4654cc26a871b027b63d/kb/attachments/1Q9ruugDYA.gif)
2. Then, assign the created time off to employee(s) who will have the ability to request it
- Click +Add in the Employees block.
- Select all or specific employee(s) that should be assigned to the time off type that is created.
- Finally click the Add button and you will see the employee(s) list that has been added to the time off.
Tip: Please pay attention to the pagination. If the total number of your employees exceeds 10, adjust the number of entries included on one page before selecting the checkbox.
![](https://tawk.link/64ad4654cc26a871b027b63d/kb/attachments/5DpBhrUDTR.gif)
To remove the employee from the assignee list:
- Click the Delete icon 🗑.
- Pick a date to deactivate the time off for the selected employee.
- Click the Deactivate button.
![](https://tawk.link/64ad4654cc26a871b027b63d/kb/attachments/rEC76zALWJ.gif)
It is possible to link time off to specific branch office(es) within the Branch Offices section. Then, you can assign it to employees who have recently joined the organization.
- Click +Add in the Branch Offices block.
- Select the branch office(es).
- Finally select the Save button or click Cancel to discard the changes.
![](https://tawk.link/64ad4654cc26a871b027b63d/kb/attachments/Rem2Kwljf_.gif)
Congratulations! You have completed one of the most important but complex account configuration chapter. Stay tuned to learn how to set up Approval Processes for different types of requests.