HRM settings

Set your leave types and working hours once, and leave requests, balances, and attendance follow your rules. Settings › HRM has three tabs: Leave Types, Positions and Attendance.

Add a leave typeCopy Anchor Link

1. Open Settings › HRM. The Leave Types tab opens first.
2. Select Add leave type.
3. Enter a name, such as Annual Leave, Sick Leave, or Parental Leave.
4. Enter the Days per year, or choose unlimited.
5. Choose Paid or Unpaid, and pick a Color so it stands out on the calendar.
6. Save the leave type.

You're done when the new type appears when someone requests leave.

Add positionsCopy Anchor Link

Positions are the roles you can give members, such as Account Manager or Designer.

1. Open the Positions tab.
2. Enter a name and select Add position.
3. To change a name, select Rename. Members in that position keep it under the new name.

You're done when the position is in the Position list when you edit a member. You can also choose Create position… in that list to add one on the spot.

A position that current members hold can't be deleted. Give them another position first, then delete it. Job title stays free text on each member.

Set your attendance rulesCopy Anchor Link

1. Open the Attendance tab.
2. Set the Start time, End time, and Timezone of your working day.
3. Choose the Workweek: Monday to Friday, Monday to Saturday, or Every day.
4. Set Grace minutes (how late someone can clock in before they count as late) and the Cutoff time.
5. Turn on Allow remote clocking to let people clock in from their browser, and Auto mark absent to mark people absent when they haven't clocked in by the cutoff.
6. Select Save settings.

Good to knowCopy Anchor Link

• Paid leave counts against paid leave balances.
• Inactive leave types stay in history but can't be chosen for new requests, so turn a type off rather than deleting it.
• Teams are set up in HRM › Teams, not here. See Teams.

RelatedCopy Anchor Link

• Approve leave
• Attendance