In this section, you can configure the foundational settings for how OrgaNice handles leaves and absences within your workspace. Proper setup here ensures that your team’s availability is always accurately reflected in the Org Chart and Slack.
There are two tabs: General settings and Policies & holidays.
General Settings
Enable the Change Slack status when a member is having a day off option to allow OrgaNice to automatically update an employee's Slack status with an emoji whenever they are on leave or observing a public holiday.
Enable time offs notifications to allow the bot to automatically post a message to your chosen channel as soon as a time-off request is granted.
Select the public channel where you want the approved Time Off requests to appear.
Enable the Create a discussion channel for time offs with multiple approvers option to allow the bot to create a private channel for other approvers to discuss a time off. If it’s turned off, you can still create a discussion channel manually by clicking the Discuss button.
Policies & Holidays
Tailor the system to your company’s specific needs by adding or removing different categories of absence. You can manage common types like Vacation 🌴, Sick Days 🤒, Unpaid Leave 💸, Business Trips ✈️, or Work from Home 🏠.
Click the Add New Type button to create a unique category specific to your organization's culture. Pick emoji, enter title, or change a color, if required. Then click the Save Changes button.
You can create and manage separate holiday schedules for different offices or global regions. If your team doesn't have a calendar assigned yet, use the Create new calendar button to set up their local holidays.
A pop-up window will appear on the right where you can choose the calendar type: Country calendar or Custom calendar. Select the desired type and fill in the required fields. Then click the Create new calendar button.
After you click the Create new calendar button, a new calendar will appear in the list within the Holiday calendars section. You can add multiple calendars.
You can edit these calendars by clicking the three dots at the end of the row. A menu will appear with Edit and Delete options.
When you select the Edit option, a page will appear displaying a list of holidays for your chosen country. You can select the year using the dropdown menu in the top left corner.
You can also make adjustments using the Re-add Missing Holidays and Add Holiday buttons. Clicking Add Holiday will open a menu where you can toggle Official time off on or off, enter the holiday name, set the dates, and add a description. Once all fields are filled in, click the Add holiday button.
You can also edit holiday descriptions by clicking the three dots at the end of the holiday row. This will open a menu with Edit and Delete options.
When you select the Edit option, the Edit holiday menu will open. Here, you can activate or deactivate the setting that excludes holidays or event dates from any time off that intersects with them. You can also update the holiday name, set new dates, and modify the description. Once you have made all your changes, click the Save holiday button.
Use the Time off policies section to define how days are earned (accruals), how many days can be carried over to the next year (rollovers), and set maximum usage limits for specific leave types.
Click the Add New Policy button to build a custom rule set that can be assigned to individuals or entire departments. You can edit the General Settings tab, as well as the specific tabs for Vacation, Sick Days, Unpaid Leave, Business Trip, and Work from Home. Once you have made all your changes, click the Save Changes button.
Afterwards, the corresponding table will appear on the page, which you can edit by clicking the three dots at the end of the row and selecting the Edit option.
You can edit each time off type separately. Open the policy and select the required time off type to open the configuration panel. This section allows you to define how time off is requested, tracked, and accrued.
Set the smallest increment of time an employee can request for leave. Use the dropdown menu (indicated by the first arrow) to select the unit (Day or Hour).
The Deductible switch determines if this leave type has a limited allowance. When toggled on (green), the leave type follows a fixed allowance that employees can "use up." If toggled off, leave can be taken without a specific cap or accrual system.
When the Deductible option is active, the following sub-settings become available:
Accrual Period: Determines the frequency at which leave days are added to an employee's balance. Select the frequency (Weekly or Monthly) from the dropdown menu (indicated by the second arrow).
PTO Max Capacity: The "ceiling" for leave balances. Enter the maximum number of days and hours an employee can hold in their balance. Set this to 0 if there is no limit.
On PTO Year Start Quota: The amount of leave granted automatically at the beginning of a new cycle. Enter the days/hours an employee receives when their PTO year starts or when they first join the organization.
Rollover unused leave days to the next PTO year: Toggle this switch if you want unused days to carry over to the next year.
PTO Year Start: Defines when the calendar year for leave begins. Use the dropdown (indicated by the third arrow) to choose between a fixed date (1st of January) or a dynamic date based on the employee's individual start date.
Once you have adjusted all the parameters, click the Save Changes button to apply the new policy to your organization.