Site-level time off settings are commonly used by businesses who have offices based across numerous different countries; using site-level time off settings will allow you to set rules for time off which will only affect employees who are assigned to this particular site.
These settings are especially useful if you have, for example, an office in the UK and an office in the US and you need to apply different time-off settings.
How to set up time off settings for individual sites;
You can apply site level time off settings by going to:
Administration -> HR -> Data Management -> Sites
You can either add a site by clicking the Add button or edit an existing one by clicking Actions -> Edit next to the relevant site.
At the bottom of the site information fields, you will notice a checkbox entitled 'Site level time off settings'. Selecting this will open a new section of fields which will allow you to input these settings.
The settings which are available are as follows:
Holiday Year: Select whether your holiday year starts from the employee start date or a set date in the year. If 'Set date' is selected, a date picker field will appear so you can make your choice.
Carryover days: Select the maximum number of carryover days which employees on this site are entitled to
Expiry date for carryover days: Select the date upon which carryover values will automatically expire.
Timeoff allowances accrual: If yes is selected, an employee who starts mid-year will have their annual timeoff allowance accrued based on the remaining length of the holiday year.
Accrue timeoff in lieu: If you are using timesheets, select yes to automatically accrue excess time worked as bookable time off in lieu.
Company holidays mandatory: If yes is selected, this will enable mandatory holidays to be automatically deducted from the time off allowance by setting the "Company holidays mandatory - starters mid year" field.
Round-up time off balances: Select yes to round up time off balances to the nearest whole number or unit.
Time off no allowances: Select yes to allow employees to book time off without utilising an allowance instead showing a donut that builds time off up based on bookings rather than deduct them from a total allowance.
Return to work form: If your site requires a return to work form, you can either select a system default form to use or select a form which you have created using our Form Builder.
Self certification form: If your site requires a self certification form, you can select a form which you have created using our Form Builder.
Working days: Select the default working days for employees assigned for this particular site (can be overwritten on the employee card)
Standard working day in hours: Input the standard working day in hours for your employees assigned for this particular site (can be overwritten on the employee card)
Work week begins on: Select the day on which your working week begins for employees assigned to this particular site.
Variable hours percentage allowance: If any of the employees assigned to this site work variable hours (zero hours contracts) this percentage determines the allocation of time off per hour which is worked.
Site HR mailbox: Select a specific HR mailbox for the site.
Site Finance mailbox: Select a specific Finance mailbox for the site.
Site Training mailbox: Select a specific Training mailbox for the site.
Site Facilities mailbox: Select a specific Training mailbox for the site.
Default probationary period length: Set the default probationary period for the site as a number of days, weeks, months or years.
Logo: Set a logo displayed to users attached to the relevant site rather than the company default.
How to set up Custom fields by site
If you are using custom employee fields, in your site level time off settings you have the ability to allocate custom fields to sites ensuring that these fields will only appear for those based at this specific location
How to set site level Localisation settings
If you set a default language, date format or timezone to your sites you have the option to automatically apply these settings to all users who are located at this site.
For this to take effect, you will need to browse to Administration -> Company -> Settings -> Company Settings, and set "Site level localisation" to Yes.