You can create your own vacations such as condolence leave, refreshment leave, summer leave, and year-end and New Year holidays (winter vacations).
table of contents
- Checklist
- Setting method (in the case of vacation acquisition method "use pattern")
- Setting method (in the case of vacation acquisition method "use of leave type")
- Supplement: About the function of giving paid leave, substitute leave, and public holidays
Checklist
First of all, please check the following two points.
1. About the difference between "subtraction" and "addition"
There are two ways to calculate vacation: "addition" and "subtraction". This article describes how to create an "additional" vacation.
| calculation method | explanation | help |
|---|---|---|
| Addition | It is used when you want to manage only the acquisition date and the number of days without managing the "remaining days" of the vacation. No leave is required. | Please refer to this article. |
| Subtraction | It is used to manage the "remaining days" of vacation. It is possible to manage the number of remaining days, grant date, grant days, acquisition date, and acquisition days. | Please refer to this article. |
2. Find out how to take a vacation in your environment
There are two types of leave acquisition methods: old type: "use leave pattern" and new type: "use leave type". The settings differ depending on which method is applied, so please refer to this to check your usage status.
* "Use leave type" is applied to accounts issued after June 16, 2020.
Setting method (in the case of vacation acquisition method "use leave pattern")
Old type: I will explain the settings when using "Use leave pattern".
1. Create a leave type
Create a leave type from Settings> Schedule> Leave Type Settings> [New Registration] . As an example, I will explain the procedure for creating a "condolence leave". Please enter and register as follows.
- Name : "Keiho vacation" etc.
- Leave Balance Adjustments: "subtraction"
- Effective period : Please enter according to your company's work rules, such as "3 days after grant"
* Click here for a detailed explanation of each item
2. Create a pattern
Create a schedule pattern to use for taking leaves.
Create a full-day leave pattern by selecting Settings> Schedule> Create pattern> [+ New registration]. Please enter and register as follows.
- Pattern code : Enter any code.
- Pattern name : Enter the vacation name (for example, "Congratulations vacation").
- Schedule type : Select "All day leave".
- Vacation unit : Select "All day".
- Vacation Category : Select the vacation category you created.
* Click here for a detailed explanation of each item
please note
Since "Schedule type" and "Vacation category" can be selected only at the time of new registration, be sure to create a pattern from the [New registration] button.
If you edit an existing pattern or duplicate it from [Register with another name], the pattern may not be created correctly.
3. Grant the remaining number of leaves
In the case of subtraction type vacation, it is necessary to grant the number of remaining leave days. Please refer to here for the grant method .
4. Assign a pattern
You can get a vacation by assigning the created pattern to the corresponding day. Click here for how to assign .
5. Check the aggregation result
By creating a leave type, "Keisei vacation" will be added to the number of days total column on the time card screen. You can check the number of leave days taken within that month.
Setting method (in the case of vacation acquisition method "use of leave type")
New type: I will explain the settings when using "Use leave type".
1. Create a leave type
Create a vacation category from Settings > Schedule > Leave Type Settings > [New Registration] . As an example, I will explain the procedure for creating a "condolence leave". Please enter and register as follows.
- Name : "Keiho vacation" etc.
- Leave Balance Adjustments: "subtraction"
- Effective period : Please enter according to your company's work rules, such as "3 days after grant"
* Click here for a detailed explanation of each item
2. Grant the remaining number of leaves
In the case of subtraction type leave, it is necessary to grant the number of remaining leave days. Please refer to here for the grant method .
3. Assign leave type
In the vacation category of the relevant day, the type "public holiday" and the acquisition unit "all-day leave" are assigned. Please refer to here for the allocation method .
4. Check the aggregation result
By creating a leave type, "Keisei vacation" will be added to the number of days total column on the time card screen. You can check the number of leave days taken within that month.
Supplement: About the function of giving paid leave, substitute leave, and public holidays
Paid holidays, substitute holidays, and holidays are provided with functions for granting.
- Paid leave: It can be granted by the "paid leave grant function". Click here for details .
- Substitute leave: You can automatically increase the remaining number by going to work on holidays. Click here for details .
- Public holiday: You can automatically increase the remaining number by transferring work. Click here for details .