Click: Setup admin -> Modules > Add new policy or edit policy
Write the name of the other vacation balance
What should be the name of the employee facing balance?
Other vacation
Care days
Floating holidays
PTO (Paid time off)
Setup earning of the balance
Select earning to be:
yearly or monthly
Select the official period of the balance. For example:
1.1 to 31.12
Add:
the number of days earned per year
( If monthly earning is selected. You still add number of days per year)
ℹ️ If yearly earning is selected. Select how new employees should earn the first period.
Full earning first year.
Earning after X month from date of employment.
No earning first year - date of employment determines earning the following year.
ℹ️ If monthly earning is selected
New employees earn the first day of a new month.
They only earn if they are linked to the policy the first day of the month.
For example, 5 days are earned per year:
5/12 = 0,42 days earned per month.
Examples of quarterly and half year earning:
5 / 2 = 2.5 days earned per half-year.
5 / 4 = 1.25 days earned per quarter.
How to handle days/hours not used?
What should happen to days/ hours not used at the end of a period?
Should they be:
Transfered to the new period
Deleted
Select which transfer option to apply:
Select registration method
BitaBIZ supports 2 methods.
The method an employee group must use is selected under Rules:
Click on the photo to see the 2 methods:
Read more about the 2 methods:
Days only
📑 User guide: Request days only
Days & hours
📑 User guide: Request days or hours
ℹ️ When unit days & hours is selected. It is required to setup Official work hours. Read more about official work hours with:
ℹ️ Approval requirements can be switched on or off.
ℹ️ Select if it should be allowed to request balance pay out.
💁 It is not possible to create an Other vacation policy where employee can use more days or hours than earned.