Here you can learn to customize the company vacations and how you can adjust the vacation per employee.
Customizing Vacations for the Company
There are three major functions within the time off section of Walli.
You can add up to 4 different vacation types (we may release the ability to do more).
You can edit all the vacation types individually.
Adding holidays to the system so that it does not count toward their time off requests.
Step 1
Go to the settings page by clicking the settings button from the left menu at the bottom.
Step 2
Then you want to navigate to the employee section of the sub-menu and select the time off tab. This will navigate you to the page where you can manage different parts of the vacation.
Adding Vacation or Time Off Types
Step 1
Click the plus icon under the header called Time Offs, when you first get created a company, you will be given pre-created holidays, you can adjust these as you wish. But for now, let's focus on creating a new time off type.
NOTE: If you do not see the plus icon, you have reached your maximum number of time-off types. For now, we only allow companies to create up to 4 types.
Step 2
Once the popup comes up, you can enter the information you want for your type. Here are the field details:
Name: you can enter any kind of name that you want. Keep it short and easy to read
Total number of days: this number does not include weekends, so make sure you are entering the number of business days
Consecutive days: this number will help the system with auto rejections. If you do not allow people to take more than 1 week off, then this number would be "5," making it impossible for an employee to book more than 5 days in a row for vacation or time off.
Expiry: This is where you can have time off expire for an employee if it is not used. This is in months, so if you enter 24, their allocation will expire if not used. NOTE: if left empty, there will be no expiry for the time off allocation.
Deficit: If you enable deficit, it will allow the employees to take time off into the negatives. This will allow them to take time off past their allocation, giving them a negative time off. This is great if you allow people to work back their vacation time and are not strict on earned vacation type.
Step 3
Press save, and all the employees can now access the time off type.
Editing Vacation or Time Off Types
Step 1
There is a three-dotted icon on each time-off type card. If you click that, then you will get a menu.
Step 2
Click the edit button in the drop-down menu.
Step 3
Make your edits as you wish and click save. Just a reminder of what each section means.
Name: you can enter any kind of name that you want. Keep it short and easy to read.
Total number of days: this number does not include weekends, so make sure you are entering the number of business days
Consecutive days: this number will help the system with auto rejections. If you do not allow people to take more than 1 week off, then this number would be "5," making it impossible for an employee to book more than 5 days in a row for vacation or time off.
Expiry: This is where you can have time off expire for an employee if it is not used. This is in months, so if you enter 24, their allocation will expire if not used. NOTE: if left empty, there will be no expiry for the time off allocation.
Deficit: If you enable deficit, it will allow the employees to take time off into the negatives. This will allow them to take time off past their allocation giving them a negative time off. This is great if you allow people to work back their vacation time and are not strict on earned vacation type.
