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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 you can assign a vacation policy to your employees.

Note: Only users with administrator rights can assign a vacation policy. Find out here how you can assign authorizations.

A vacation policy is an agreement between employees and employers that sets out the conditions and rules for vacation entitlement and the granting of vacation. The vacation policy in Personizer includes the annual vacation entitlement and the expiry of remaining vacation.

Click on Settings in the left-hand navigation bar.

Click on Users in the horizontal navigation bar.

Search for the desired user (use the filter function if necessary) and click on the three dots in the right-hand column.

The Edit user option appears - click on it. A new window opens in which you can make the individual settings for the user.

Navigate to the Contract section and click on Vacation policy. Another window opens, click on Edit Vacation Policy.

Select the appropriate vacation policy and, if necessary, specify a start time.

If there is no suitable vacation policy, create a new one by clicking on New Vacation Policy.

To apply your changes, click on Save.

If you want to know how to adjust employees' leave account, click here!

Updated on: 03/05/2024

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