How to set up a vacation policy in Simployer One

Modified on Wed, 26 Aug at 10:52 PM

How to set up a vacation policy in Simployer One 


Create a vacation policy from scratch or use an editable country template for Norway or Sweden. 


A vacation policy controls how employees receive, use, and carry over vacation in Simployer One. Only an Owner or Administrator can create, edit, or delete a vacation policy. 


How do I create a vacation policy in Simployer One? 


  1. Go to Settings > Time off settings. 
  2. Find Vacation and click View. 
  3. Click New policy. 
  4. Choose whether to create a custom policy or use a template. 
  5. Complete the policy details, allowance type, availability, carry over, and scope. 
  6. Click Save.


Important

The vacation policy is available to employees immediately when it is saved with a scope. 



Which allowance type should I use for a vacation policy? 


Allowance type
How it works
Earned
Calculates paid vacation based on the number of days employed during the earning period and the employee's employment rate.
Unlimited
Gives the employee an unlimited number of vacation days. Simployer One records spent vacation but does not refill, save, or remove a balance.
Annual
Gives the employee a fixed amount of paid or unpaid vacation days each year.


How does an Earned vacation policy calculate paid days? 


For an Earned vacation policy, set the number of days employees can earn per year. Simployer One uses this calculation: 


(Number of days employed during the period x Earned days per year) / 365


For example, an employee who has been employed for 120 days and can earn 25 vacation days per year receives: 


(120 x 25) / 365 = 8.22, rounded up to 9 days


Simployer One always rounds the calculated number of earned vacation days up. The calculation also takes the employee's employment rate into account. 


Which settings do I configure for an Earned vacation policy? 


  • Days earned per year: Set how many vacation days an employee can earn during a full earning year 
  • Annual cycle month and day: Choose the month and day that define the annual vacation cycle 
  • Balance availability: Choose whether the earned balance is available in advance or in the following year


How does an Unlimited vacation policy work? 


An Unlimited vacation policy does not give employees a fixed vacation balance. Employees can request an unlimited number of vacation days. Simployer One records the number of spent vacation days, but the balance is never refilled, saved, or removed. 


How does an Annual vacation policy work? 


An Annual vacation policy gives employees a fixed amount of paid or unpaid vacation days every year. Configure the annual allowance and the date on which Simployer One grants it. 


How do availability settings work for a vacation policy? 


Vacation availability settings control: 

  • Allowance amount: How many days are included in the vacation allowance 
  • Grant date: The month and day on which Simployer One grants the allowance 
  • Strict allowance: Whether an employee can request more vacation than the available balance 
  • Strict allowance enabled: The employee cannot request more days than the available vacation balance 
  • Strict allowance disabled: The employee can request more days than the available balance, which can create a negative vacation balance 


How does carry over work for a vacation policy? 


The carry over setting controls the maximum number of unused vacation days an employee can move into the next vacation year. Simployer One removes unused days above the carry over limit. 


Example

An employee has 12 unused vacation days and the carry over limit is 10 days. Simployer One carries over 10 days and removes 2 days for the next vacation year. 


Which vacation policy templates are available? 


  • Vacation Norway: A pre-populated vacation policy template for Norway 
  • Vacation Sweden: A pre-populated vacation policy template for Sweden


The templates contain default settings. An Owner or Administrator can edit the settings before saving the vacation policy. 


How do I scope a vacation policy? 


Choose Everyone at the company or include selected individuals, teams, offices, employment types, departments, or organizations. You can exclude specific employees from the vacation policy scope. 


Note

Vacation policy scope is inclusive. If you include a department and a team, the policy applies to everyone in the department and everyone in the team.


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