You can create custom time off reasons for specific sick or other reasons that align with your company’s policies. Employees can now select these custom time off reasons when applying for time off if that time off type requires a time off reason.
For more information about Time Off Reason Reporting, click here.
This article explains how to:
- Set up custom time off reasons via the time off category page
- Set up custom time off reasons via the Advanced Settings page
- Enable/disable custom time off reasons
- Delete custom time off reasons
Getting started
Create custom time off reasons via the time off category tab
- Select the Settings menu.
- Under Payroll Settings, select the Time Off Settings option.
- Select + Add Time Off Type, or if you want to apply this to an existing time off type, select Edit.
- In the Other Settings box, enter your new time off reason, then select the + [new custom time off reason] button.
- Select Save when you are done.
Create custom time off reasons via the Advanced Settings tab
- Select the Settings menu.
- Under Payroll Settings, select the Time Off Settings option.
- Select the Advanced Settings tab.
- Scroll to the Time Off Reasons section.
- Enter your new custom time off reason, then select + Add.
- Your new custom time off reason will now appear in the list of usable custom time off reasons.
Maintain
Warning
System-created time off reasons, or time off reasons that have already been used in an existing time off request cannot be deleted or disabled.
Enable/disable custom time off reasons
- Select the Settings menu.
- Under Payroll Settings, select the Time Off Settings option.
- Select the Advanced Settings tab.
- For the custom time off reason you would like to enable/disable, select the toggle. If you are unsure whether the custom time off reason is currently enabled/disabled, the toggle will display a check mark, while a disabled time off reason will be grey.
- If you wish to disable an enabled custom time off reason, you will need to confirm the decision by selecting Confirm in the modal that appears.
- To enable a disabled custom time off reason, select the Available toggle, which will show a check mark if it is enabled.
Delete custom time off reasons
- Select the Settings menu.
- Under Payroll Settings, select the Time Off Settings option.
- Select the Advanced Settings tab.
- Locate the custom time off reason you would like to delete, then select the Delete button under the Actions column.
- Select Confirm to delete the custom time off reason.