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 time-off categories, or entitlements, offer flexibility in managing your team, allowing you to assign specific categories to individual team members.
To update your global time off categories and their settings, go to Settings > Time off.
Tip: start typing "Time off" in the Settings search bar to find it fastest.
To update a time off category simply click on it, or select Add Time off category to create a new one:
Here's what you can add next to set everything up perfectly:
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.
