How do I assign a vacation policy to employees?
Personizer: absence management and time tracking for your company
In the following article, we will show you how to assign a vacation policy to your employees. 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.
Stay in the left navigation bar in the Settings section.
Click on Users in the horizontal navigation bar.
Click on the pencil icon for a user if you want to assign a vacation policy. The filter function can help you find specific users.
A new window will open. Here you can find the individual settings for this user.
If you scroll down, you will find the Vacation Policy Subscription section. Click on Change policy.
A new window will open. Here you can change the vacation policy.
Select the desired vacation policy for this user. Additionally, you can set a start date for the vacation policy.
If there is no suitable vacation policy available, you can create a new one here.
Click on Apply if you want to save the changes.
Click Save when you are finished.
If you want to know how to adjust employees' leave account, click here!
In the following article, we will show you how to assign a vacation policy to your employees. 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.
Assign a vacation policy
Stay in the left navigation bar in the Settings section.
Click on Users in the horizontal navigation bar.
Click on the pencil icon for a user if you want to assign a vacation policy. The filter function can help you find specific users.
A new window will open. Here you can find the individual settings for this user.
If you scroll down, you will find the Vacation Policy Subscription section. Click on Change policy.
A new window will open. Here you can change the vacation policy.
Select the desired vacation policy for this user. Additionally, you can set a start date for the vacation policy.
If there is no suitable vacation policy available, you can create a new one here.
Click on Apply if you want to save the changes.
Click Save when you are finished.
If you want to know how to adjust employees' leave account, click here!
Updated on: 12/04/2023
Thank you!