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Customising your default time off types

Edit your default time off types to suit your business needs

Maisie Miller avatar
Written by Maisie Miller
Updated over a week ago

There are four default types of time off in CharlieHR. When you create your account, these time off types come with a set of tags that define how these types of time off appear to users, whether they are deducted from a person's leave allowance, and whether they require approval:

  • Sick (auto approved & non-deductible)

  • Compassionate (requires approval, non-deductible & sensitive)

  • Parental (requires approval & non-deductible)

  • Holiday (deductible & requires approval)

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 time off type under Settings>Time Off Types.

  • Sick: can be adjusted to require approval, or display as sensitive*

  • Compassionate: can be adjusted to be auto approved

  • Parental: can be adjusted to be auto approved

  • Holiday: can be adjusted to be auto approved

*When booking a sensitive leave request the team member will be shown as 'Away' on the dashboard, in the calendar and in Slack notifications. The original time off name will still be available in the notification emails and on the team member's profile for administrators and managers.

Please note, certain time off type settings are locked to prevent team member holiday allowances from miscalculating.

Once you've selected the relevant time off types settings, simply click 'Update' and the settings will be applied.

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

If you change a leave type 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.

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