Changelog

📈 A page for each accrued allowance schedule

Accrued Allowance Schedules lists every schedule: how much it releases in a year and how often, how many employees follow it, and anything that needs attention, such as a next leave year that is not set up yet. Selecting a schedule opens its page: a Summary, its Name and Employees, and its Releases, a leave year at a time, as a chart of the allowance building up through the year above a table of every release.

Edit schedule, in the ⋯ menu, turns the whole page into one form: change the name or the employees, and add, change or remove any release. Generate… fills a leave year from an allowance released monthly, every two weeks or weekly, or with an earlier year’s releases. Nothing is saved until Save changes. The + beside the years sets up a leave year the schedule does not cover yet, and Add schedule previews the releases as you type the allowance.

For more information please check article Employee policies.

🗂️ Custom fields and tags on pages of their own

Custom fields and Tags each have a page of their own, opened from its tile under Company setup on Settings. Each page shows a tile per field or tag. Selecting one opens its details beside the tiles, grouped by the question each answers, such as What it is called and Who sees it. The ⋯ menu at the top right of the details offers Edit custom field or Edit tag, which turns the details into a form in place, and Add new, above the tiles, opens the same form to add one. A custom field’s menu also offers Move up and Move down, each where the field can go that way, to set the order the employee record shows the fields in.

A tag’s details also show Where it is used: how many employees carry the tag, and the policies that use it. While any policy uses a tag, Delete tag is switched off, and hovering over it says why.

🔽 Dropdown custom fields

A custom field can be of type Dropdown. In General settings → Custom fields, an administrator lists its Options, and each employee’s value is one of them, or none. Renaming an option renames it for every employee who has it.

👁️ Who sees a custom field’s values

For a field of type Text or Dropdown, as for one of type File, an administrator chooses what The employee and Managers may do with its values: No access, Can view or, for managers, Can view and edit. Managers edit a value only where they can also edit the employee’s record, and administrators can always view and edit. Employees read the values they may view on My profile.

📅 Edit and cancel leave in the next leave year

Whoever can change and cancel an employee’s leave in the current leave year can do the same with a leave in the next one, in Leave details: change it with the pencil, Edit, and, once it is approved, cancel it with Cancel leave.

This release also brings a number of smaller improvements and fixes.

👤 An Overview tab for employee details

Employee details open on Overview, a summary of the employee drawn from the other tabs, from their employment and working week to their allowance and leave, each part with a link to its tab. The employee’s name and the tabs stay at the top while a tab scrolls. On the Allowance tab, the Allowance breakdown shows the nominal allowance with where it comes from, and the pencil beside its heading, Edit nominal allowance, changes it in a dialog. Rows with nothing in them wait behind Show more. Relationships links to the Org chart, and My profile shares the same layout.

🏷️ Leave type settings by question

A leave type opens with What this leave type does, a summary in plain words. Its settings are grouped by the question each one answers, from What it is called to What colleagues see on the Team View, and Default when booking sets the leave type Add leave opens on. Also governed by shows what else applies to the type: Who may book it, the Policies naming it and, for a type with a limit, whether Exceeding the limit is allowed.

📌 Grouped settings pages, pinned pages first

Settings shows its tiles under the headings Company setup, Leave rules and Account, and Employee policies groups its policies under headings such as Booking and approval. Leave types groups the company’s leave types by how they count, with archived ones last. On Settings, Reports and Employee policies, pages pinned to the menu come first, in the order they were pinned.

This release also brings a number of smaller improvements and fixes.

🗓️ Leave across two leave years

A single leave can start in one leave year and end in the next. Where the leave uses the allowance, each year’s share counts against that year’s own allowance, and the summary on Add leave shows them year by year: what the leave costs in each year, and what that year has left after it. A leave can run into the next leave year, but not past it.

🕒 A time of day for leave in hours

When leave is added in Hours, a pill reading Any time sets when in the day it is taken: select it and move the window along the day. Leave it untouched and the leave carries no time. Once set, the time is shown with the leave in Leave details, on the calendar and Team View, in leave emails and on calendar feeds, to anyone who sees its leave type there. Edit leave offers the same pill.

🚧 Blackouts by leave type

A blackout can block only the leave types you choose. On Settings → Blackouts and company events, with Allow leave off, pick them under Restrict to leave types. Leave of any other type can still be added on those dates. With the list left empty, the blackout blocks every leave type.

For more information please check article Blackouts and company events.

This release also brings a number of smaller improvements and fixes.

📍 Rename the main location

Administrators can give the main location a name of its own. On Settings → Locations, select the location marked Main, choose Edit location from its menu, change its Name and select Save changes. That name shows wherever locations are listed, and on the details of each employee based there, as any other location’s does.

For more information please check article Managing locations.

This release also brings a number of smaller improvements and fixes.

🌳 New: Org chart

Administrators can see who manages whom across the company on one chart. On Employees, select the org chart icon, Org chart. Each employee is a card linked to their manager. Hover over a card to highlight the lines to the people that person manages, and select it to open the employee’s Relationships tab.

Filters narrow the chart to chosen Departments or Locations, add other kinds of relationship, and find an employee by name. Expand all, Collapse all and Compact view help with a large company.

For more information please check article Org chart.

📅 Add leave from an employee’s calendar

On the Calendar tab of an employee’s details, select a free working day to open the Add leave form for that employee on that day, without leaving their details. The new leave shows on their calendar as soon as it is added. This is offered to administrators and to managers who can add leave for that employee.

✉️ Email notifications when editing leave

Administrators have the Email notifications switch on the Edit leave form too, as on Add leave. With it off, nobody is emailed about the change.

🔔 Who was reminded, and when

Every reminder sent from the Leave usage alert report is recorded in the Audit trail, one entry per employee, as Booking reminder email sent. Before you send one, the confirmation says whether the employee has had one recently, and if so when and from whom.

🛠️ Smaller improvements and fixes

• Company events: calendars mark a day as a blackout only when an event on it blocks leave, and as a company event otherwise, including the date picker on Add leave, Team View’s legend and the calendar on a phone.
• Employee policies: a policy named on the Employees list, or in the message that stops a tag or a leave type being deleted, opens on its settings page with that policy highlighted.

📎 New: Attach files to leave requests

A leave request can carry the files that go with it, such as a fit note for a sick leave. Attach them on the Add leave form with the paperclip in the comment box, Attach a file, or at any time afterwards from the leave’s details, even once it is approved. Attaching a file does not change the request or its approval.

Anyone who can open the leave’s details can see its files and attach one. In Leave requests, approvers find them beside the request they are deciding. You can attach PDF, JPEG and PNG files, and a file is always downloaded, never opened inside TimeOff.Management.

For more information please check article Attaching files to leave requests.