Set up time off management
Time off in Zoho Shifts lets you categorize, manage, and track employee leaves and accruals transparently. This article provides an overview of how administrators can set up and customize time off management for their organization.
Before you start
- You'll need the Administrator access level to set up time off management for your organization.
- By default, time off will be enabled for every organization. If not, enable it from Settings > Time Off - Preferences.
- Define your employee's standard Workday hours so the system can accurately track a full day of time off in your organization.
To set up time off
To get started with time off management for your organization, you can follow the steps below:
1. Create time off types:
Create time off types to define and categorize employee leave, such as sick, unpaid, or vacation, and mark each type as paid or unpaid. All paid time off types will be included in your payroll reports.
2. Configure time off policies:
For every time off type created, you can configure policies, set accrual and entitlement rules, and establish approval workflows. You can configure how and when time off balances will be accrued, as well as how much will be entitled for each type. Zoho Shifts provides four different types of policies to configure that help you fit your organizational time off policy requirements.
3. Assign time off policies to employees:
After creating time off policies, assign them to employees so they can begin using them. Policies can be assigned individually or in bulk.
4. Manage time off balances:
Add and manage employee time off balances to track usage. The balances can be managed manually or imported in bulk.
After the initial setup
Once you’ve completed the setup, employees and managers can use the Time Off feature in Zoho Shifts for daily operations. Refer to the following articles for more details:
For managers:
For employees:
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