Time off, holidays, and time off requests

Introducing Hubstaff’s time off feature that allows you to set policies for time off requests and paid holidays.

Table of Contents

Time off

Holidays

Adding time off policies

To add a time off policy you first click on the Settings page, then on the Time off tab, then make sure you are in the Time off policies section, and then click on Add policy.

Next, in the new window you have to name the policy first (required), then select which members it applies to (and if you automatically want new members added to it), choose how time off is accrued (annually, hourly, or none), then choose whether you will allow a negative balance/require approval/annual balance roll over/paid, and then click Save.

 

Editing time off policy members

To edit policy members you need to make sure you’re on the Time off policy page first and click on Edit in the members column.

Next you can add or remove members you want, and then click Save.

Editing or removing time off policy

To edit policy members you need to make sure you’re on the Time off policy page first and click on the Actions drop down and choose Edit or Remove. You can edit everything except the accrual. You will have to remove it and create a new one if that is what you need to edit.

 

Adding holiday policies

To edit policy members you need to make sure you’re on the Time off page in Settings first, then click on Holidays, and then click on Add a policy.

 

On the new window complete each field and then click on Save.

Editing holiday policy, policy members or removing a policy

To edit policy members you need to make sure you’re on the Time off page in Settings first, then click on Holidays. To edit members just click Edit in the Members column, then add or remove the members you want and then click Save.

To edit or remove the policy just click Edit or Remove on the Actions drop down. Then you can edit everything about the policy and then click Save.

Requesting time off and managing requests

You can request time off after a policy is made by going to your Time off page and then click on Request time off.

Fill in all of the fields on the new window and the click on  Send.

You can manage time off from the same page. Users can view, edit, and delete leave. Owners/managers have all of those options for all users plus they can approve/deny time off. All of this can be done by using the Actions drop down on the Time off page.

Below is what it looks like when anyone clicks view. The buttons at the bottom that are available will be dependent on what role you have in Hubstaff.

 

  • Was this Helpful ?
  • Yes   No
  • Was this Helpful ?
  • Yes   No