Four Types of time off are available on TalentHR by default:
- Vacation
- Sick leave
- WFH
- Bereavement
| Note: The number of days allotted to time off types will automatically apply to new hires as a default. If you wish to work with time off accrual instead, see here too. |
As an Admin or an HR Manager, you're able to edit the names and default allowances of any Type of time off, or deactivate them. From here, you will be configuring the available time off Types and you will set their initial time off budgets for new hires. These will be their starting balances when you add them to TalentHR.
| Note: The starting balance you set for each time off Type is relevant mainly when working with manual time off budgets. If you instead choose to only use accrual policies for time off, the starting balances will be dictated by a dedicated setting under each of your policies. When working with accrual policies, you're also able to completely remove i.e., override any preconfigured manual budgets. Read more here. |
Configure any Type of time off so that:
- A request is approved automatically, or it requires manual review.
- Other types of time off are blocked for the requester, for the same time period.
- The type is hidden on the calendar and instead shows up as “Vacation” for privacy.
- Allows requesting time off, even if it exceeds the remaining budget.
To edit the available types of time off:
1. Sign in to your TalentHR account as an Admin or an HR Manager, and go to Settings > Time off (1).
2. Select the Types (2) tab to view your time off Types.
3. Toggle between Active or Inactive (3) for any Type of time off.
4. To edit a time off Type, click the pencil (4) icon next to it.
5. Change the name of the time off Type, and/or its allotted days (5), i.e., the initial (manual) balance new hires will get when you add them to TalentHR.
| Note: Time off budgets can be allotted in decimal formats too. The lowest fraction the system will accept is 0.001 days. The number of days allotted to time off types will automatically apply to new hires as a default. |
| Note: You can edit your employees' manual budgets at any time. |
6. Toggle the Needs approval (6) option to on or off, depending on whether you wish employees’ requests for this type of time off to be automatically approved.
| Note: If Needs approval is disabled, the time off request will need to be approved by the employee’s manager or assigned approver(s), if there are any. |
7. Toggle the Display time off type (7) option as needed.
- Enable it if you wish the time off type to be shown on the calendar when an employee has booked time off for that type.
- Disable it if you wish to hide the time off type from the calendar, for privacy reasons. When disabled, booked time off for that type will simply show up as Vacation.
8. Toggle the Block other time off (8) option as needed. When enabled, an employee booking time off of that type won’t be able to book other types of time off for the same period.
9. Toggle the Exceeds the remaining budget (9) option as needed. If enabled, employees will be able to request time off for this type, even if it exceeds their remaining budget.
10. Click Save to apply changes.
| Note: The four default types of time off discussed above are always set to Paid. You may also create new types of time off as described here. |