Printed from https://zeropos.shop/help/time-off
Time off
Record holidays and sick days for each person and let the app keep count of what is taken, booked and left. Sick days are counted apart, never off the holiday allowance.
Time off is a record, not a request queue: someone who runs the team writes down what a person took or has booked, and nothing waits for approval.
Before you start
- Everyone can open Time off to see their own year. Recording and cancelling time off are for the owner, administrators, managers and Human Resources by default.
- The rules are set once in MANAGE › Settings › Time off.
- Each person needs a record in MANAGE › Users: Add someone to the team.
Steps
Set the rules once
- Step 1
- Step 2
Choose The leave year, then Count days as: Working days or Calendar days.
- Step 3
Tick Your working week and set Days a year, by default.
- Step 4
Under Unused days at year end, pick Are lost, Carry over, up to a limit or Carry over, then expire.
- Step 5
Under Days the shop is shut, tap Add a day for each public holiday or day you close.
Set each person's allowance
- Step 6
Open MANAGE › Users and tap Edit on the person's row.
- Step 7
Open the Time off tab.
- Step 8
Fill in Started on, Days a year and Carried over from last year, then tap Save changes.
- A first year is pro-rated from Started on. Leave Days a year on the shop default unless this person differs.
Record time off
- Step 9
Open BACKOFFICE › Team › Time off and tap Record time off.
- Step 10
Choose Who and What kind: Holiday, Sick, Unpaid, Parental, Training or Other.
- Step 11
Set the First day and Last day.
- For a half day, set From or To to Morning only or Afternoon only.
- Step 12
For sickness, tick A sick note was provided when there is one. Only the fact is recorded, never the paper.
- Step 13
Tap Record it.
What happens next
- The person's year recounts at once: Allowance, Carried over, Taken, Booked and Left, with Sick days and Separate spells beside them.
- Build the rota never puts anyone on a day they are away, and days the shop is shut cost nobody a day (The rota).
- Nothing here changes anyone's pay. Time off is a record; you still log what you actually paid (Team salary and payroll runs).
If you see this…
On screen
This overlaps time off already recorded for that person.
What to do
That person already has time off in those dates. If the earlier record is wrong, cancel it with Cancel this record, then record the right dates.
On screen
The last day is before the first day.
What to do
Swap the dates so First day comes first.
Good to know
- A record made by mistake is not deleted: Cancel this record keeps it on file but stops it counting.
- Every figure is recounted from the dates, so changing a rule in Settings recounts the whole year.