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Managing Time Off Types (Admin)

Time off types are configured in Organization Settings. You need admin or owner permissions to add, edit, or delete them.

Adding New Time Off Types

  1. Go to DashboardOrganization SettingsTime Off Types (or similar).
  2. Click Add type or New type.
  3. Enter:
    • Name – e.g. "Personal day"
    • Color – pick from the list
    • Icon – if available
    • Paid days per year – optional; use 0 if not applicable
  4. Save. The new type appears in the list and when creating time off.

Editing Time Off Types

  1. Open Organization SettingsTime Off Types.
  2. Find the type and use Edit (or the type's menu).
  3. Change name, color, icon, or paid days as allowed.
  4. Save.

Note: Protected types may have restricted fields (e.g. name or icon cannot be changed).

Deleting Time Off Types

  1. Open Organization SettingsTime Off Types.
  2. Find the type and use Delete (or the type's menu).
  3. Confirm.

You usually cannot delete a type that is still used on existing time off records. Protected types typically cannot be deleted at all.

Organizing Time Off Types

  • Use clear names (e.g. "Vacation", "Sick leave") so everyone understands them.
  • Use different colors for each type so the calendar is easy to read.
  • Reserve protected types for standard categories; use custom types for the rest.

Next: Requesting Time Off