Do you have different departments with different policies, schedules or days? Does your agreement offer calendar or working days? Do you have different backgrounds in your company with different agreements or vacation policies?
We explain to you how to create different time-off policies in Factorial:
Login to your company account, and then go to Company > Time-off
You can create different time-off policies by clicking on the "+" button as shown in the image above.
Once you've created your first time-off policy, you'll find the following steps to fill in:
- Policy Basics
You can assign the policy name and a description for the policy.
- Time-off days
You will be able to introduce the number of days, what kind of days the policy has, the number of accrued days from the previous year, the month in which they expire, and also you will see that there is a box that allows you to set if the accrued days are unlimited.
- Advanced configuration
You can configure whether your company's vacation days are all generated at once or over the course of the year.
When you have finished setting up the time off policy, you will see that in the blue banner, just to the right of Policy Basics, there is a section called Employees.
Assign there the employees of your company that you want to add to this policy.
You will see that each employee will be assigned their own time-off policy once you have assigned them. In case you add a new employee to your company in the future, you will also be able to assign them a time-off policy from their Profile. Just go to their profile, by going to the section Time-off, you can assign them one of the policies you have previously created.