Note: Only Admins and Super Admins can view, manage or edit Time off settings on Charlie
Charlie enables you to create custom time off types for all the different types of leave you offer at your organisation. You have the ability to assign specific allowances, as well as assign specific leave types to a selected policy which by extension makes those leave types available only to the individuals assigned to that leave policy.
To do this:
Head to your Time tab
Then Settings
Find the leave policy you wish to work on
Click the pencil icon to begin editing
Scroll until you see the leave types section, and begin selecting which leave types you wish to include in that policy.
Here you will also have the ability to make edits to the leave type such as the proration settings or the allowance of that leave type for this specific policy
Once you have made all the edits select if this will be the default policy for new starters moving forward.
If you are happy with all the changes click update.
And just like that you are all done!
Please do note:
The different time off types will be visible for the team members within their profile and time tab. However, they will only become visible once time off has been booked against those leave types.
So if a Sick leave is not booked by the employee, the leave type will not be visible for them within their profile until the book a day using that leave type.
In the situation where a team member has a previous or upcoming leave policy that does give them access to a leave type, it'll be visible on the dropdown. However, they will be able to submit requests for that leave type within the date range of the policy that includes it.
So for example if your upcoming policy includes sabbatical leave from next year but you try to book it tomorrow, this is the error message they will be shown.
If an employe was assigned a different policy in the beginning of the year that gave them a sick leave allowance of 10 days, but part way through the year they were assigned a new policy with only 5 days of sick leave, the latest allowance will be the one in effect.
Custom time off type allowances will not prorate if new policies are assigned to the employee.