How do I create a vacation policy?
Personizer: absence management and time tracking for your company
In the following article we will show you how to create a vacation policy in Personizer. We will refer to the following example:
Employee Max Mueller has been working at Vacation AG since January 1, 2022. According to his employment contract, he is entitled to 24 days of vacation per year. On January 1, 2024, a new vacation policy goes into effect, which provides that all employees of Vacation AG will have a vacation entitlement of 28 days per year as of that date. In addition, the vacation policy stipulates that all remaining vacation days from the previous year must be claimed by March 01 of the following year, otherwise they will be forfeited.
Click on Settings in the left navigation bar and stay at Account in the horizontal navigation bar.
Here you will find the function Vacation Policies. Click on Create New Vacation Policy to create a new vacation policy. Under Edit, you can change existing vacation policies.
Vacation policies that have been assigned to one or more users cannot be deleted!
A new window will open. Here you can create your new vacation policy.
Here you can name your vacation policy.
In our example, we call our vacation policy "Vacation policy 2024".
Here you can define the conditions of your vacation policy.
In our example, we define the following:
Leave Entitlement: 28 days
Days carried over expire beginning at the 1st of the following month: March
Set as default: Yes
Click Save if you want to create your vacation policy.
If you want to know how to assign vacation policies to your employees, click here
In the following article we will show you how to create a vacation policy in Personizer. We will refer to the following example:
Employee Max Mueller has been working at Vacation AG since January 1, 2022. According to his employment contract, he is entitled to 24 days of vacation per year. On January 1, 2024, a new vacation policy goes into effect, which provides that all employees of Vacation AG will have a vacation entitlement of 28 days per year as of that date. In addition, the vacation policy stipulates that all remaining vacation days from the previous year must be claimed by March 01 of the following year, otherwise they will be forfeited.
Create new Vacation Policy
Click on Settings in the left navigation bar and stay at Account in the horizontal navigation bar.
Here you will find the function Vacation Policies. Click on Create New Vacation Policy to create a new vacation policy. Under Edit, you can change existing vacation policies.
Vacation policies that have been assigned to one or more users cannot be deleted!
A new window will open. Here you can create your new vacation policy.
Here you can name your vacation policy.
In our example, we call our vacation policy "Vacation policy 2024".
Here you can define the conditions of your vacation policy.
In our example, we define the following:
Leave Entitlement: 28 days
Days carried over expire beginning at the 1st of the following month: March
Set as default: Yes
Click Save if you want to create your vacation policy.
If you want to know how to assign vacation policies to your employees, click here
Updated on: 12/04/2023
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