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Customising your default time off types

Edit your default time off types to suit your business needs

Alexandros Tofarides avatar
Written by Alexandros Tofarides
Updated over a week ago

Note: Only Admins and Super Admins can Customise Default leave settings

There are four default types of time off in CharlieHR and they each come with their own tags that will tell you how they work when an employee books them off.

You have Holiday which defaults to being deductible, and Sick, Compassionate and Parental, which all default to being non-deductible, and you can find them by heading to Time>Settings and scrolling to the 'Time Off Types' section - default types will be on the left hand side.

If you'd like to adjust the settings relating to these types of time off, you can do so by clicking the pencil icon next to the type you'd like to adjust.

You can choose whether to make them require approval, meaning you get to decide whether or not a team member doesn't need to wait for approval, or you can mark them as sensitive, meaning that only super admins, admins, and the team member's line manager and team leader will see the time off type, but all other users will simply see them as 'Away'.

Note: Holiday leave cannot be marked as sensitive, and you won't be able to change the 'deductible' option for the default leave types. This is to prevent miscalculations of leave allowances.

Zight Recording 2025-2-14 at 11.38.28

FAQ


How does changing my settings impact historical records or pending requests?

If you change a leave type to sensitive, this will apply to all historical records relating to that leave type.

For any pending leave requests, if auto approval is enabled before the request is approved, the request will still require manual approval.

Will I be able to report on sensitive time off types?

Reports are only Available to Admins and Super Admins, and since these permissions have visibility of the leave type regardless of the sensitive settings, reports will be able to pull through the leave type information.

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