If employees in your company have the option of taking half of their day off, here’s how you can handle this entire process in Productive.
Note that setting time-off categories is only available for the admins or users with custom Time-off permissions in Productive.
For more information on creating time-off categories, check out this article.
1) Create a half-day time-off category
Step One
Head over to Settings > Time off and add a new time-off category by clicking on the Add Time off category button.
Step Two
Choose days as the allocation period and enable the "Allow half-day bookings" option.
This option allows Productive to calculate 50% of a person's working hours defined in their cost rates and book their time off accordingly through Resourcing.
Then you can proceed and add a description for the category and decide if you want to sync your time-off status with Slack and your external calendars.
After you set everything up, select "Save category" and you'll be good to go!
2) Important: Add time-off allocations to your employees
After you set up your time-off category, assign it to the teammates who need to use them.
📌 Tip: You can allocate 0.5 days if needed. For example, assigning 4.5 days is possible for time-off categories that are limited by days.
Important to note: Without assigning the allocations to your teammates, they won't be able to see them when requesting time off, nor can they be booked for half-days off in the Resource Planner. Here is how to add time-off allocations to your teammates.
3) Requesting time off
This is what requesting half-days off looks like in the Resource Planner.
This is what it looks like for the user requesting the half-day off through Time > Book time off.
Pro tip: You can also book half-days off if you create time-off categories with hours as the time allocation metric.
1) This is how to set it up in Settings > Time off.
2) This is how booking someone for this time-off category looks in Resourcing.
3) This is how it appears in Time > Book time off when the person is requesting time off. Notice that they can also request a half-day off here!
