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Configuring Your Time Off Settings
Configuring Your Time Off Settings

Add time-off categories (entitlements) for your team to use while they are off work.

Updated over a week ago

In Productive, Time Off covers various types of leave, including paid summer and winter vacations, half-days off, unpaid leave, and paid maternity or paternity leave, among others.

These designated time-off categories, also known as entitlements, provide your team with the flexibility needed to manage their schedules effectively. You can assign specific categories to individual team members, enabling them to request the appropriate time off.

To adjust your time off categories and their settings, navigate to Settings > Time off. For quick access, simply begin typing "Time off" in the Settings search bar.

Setting up Time Off Categories

To update a time off category simply click on it, or select Add Time off category to create a new one.

Here's a breakdown of the key elements you can customize for each entitlement:

1) Name, color, and icon

In addition to the time-off category's name, you can also select its avatar as well as a color to easily distinguish it from other categories.

2) Time off can be Paid or Unpaid

If you mark the time off category as paid, any time off scheduled on it will be calculated into your internal costs.

3) Time off can be Limited or Unlimited

A limited time off category means that people can only request time off up to a certain limit. The limit is defined on each person's profile page under their Time off tab.

4) Time allocation (in days or hours for limited time off)

People can request time off in their Time > Book time off tab in either full-day increments (1 day, 2 days, a week, etc.) or in hours (e.g. 2 hours in a day).

Note that you can also create half-days off. Check out this article for more!

5) Description

Include a description for the time-off category to help your team easily identify and review booked time off.

This description will be visible throughout the platform, including in Settings > Time off, under the person's entitlements in their profile, in Resourcing while booking and viewing the time off, and in Reports (e.g., Booking data source).

6) Status Sync

If you want to synchronize the status of time off categories, you can enable the Status sync option for Slack and other external calendars.

Pro Tip: Status Sync

Once the status sync has been enabled for a time-off category, remember to add it to the list of time-off events for automatic synchronization.

You can do this through Settings > App Marketplace > Slack notifications & tasks or any other relevant calendar integration. More on Slack here.

7) Archiving and deleting a time-off category

Archiving and deleting time-off categories can be useful for various reasons, like reorganizing your time-off categories, simplifying your category list, or correcting any errors that may have occurred.

Learn more about it here.

Global Toggles

In addition to configuring your time-off categories, you have the option to enable or disable two key features globally:

  • Making time-off bookings through individual users' Time > Book time off tab

  • Setting up a time-off approval process

These settings apply to the entire account.

"Allow time off booking" Toggle

By default, the "Allow time off booking" toggle is enabled.

If you switch it off, the "Book time off" option will no longer be available in your account.

This prevents time off from being booked through the Time tab in Productive, offering flexibility if you prefer your team to use a different tool for booking time off.

Note that admins and users with sufficient permissions will still be able to add time-off bookings in Resourcing after disabling the toggle!

"Time off approval" Toggle

If you wish to establish an internal time-off approval process in Productive, you can designate one or multiple individuals responsible for approving time-off requests.

Learn how to set up the approval process here.

YouTube Tutorial

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