You can create custom time-off types for your site under Settings > Site settings > Time-off types to align the time-off tracking with your company policies or local requirements.
This article will show how to create, reorder, deactivate, and delete custom time-off types.
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1. Creating a custom time-off type
Note!
- The number of custom time-off types you can create is limited for each Scoro pricing package. See more details on our Plans & Pricing page.
- The default time-off types cannot be modified or disabled.
Custom time-off types can be created by users with permissions to Modify site settings and Add and modify time off.
To create a custom time-off type:
- Go to Settings > Site settings > Time-off types
- Click the Add another button
- Name the new time-off type and hit Enter to save it
- Tick the In use checkbox to activate it and make it available in the time-off type dropdown field when users create or modify time-off entries.
2. Reordering the custom time-off types
By default, the custom types will appear in the dropdown field in the order as they’re added. However, you can reorder them as needed:
- Hover over the custom time-off type
- Click the dragging icon and drag it to the right place.
3. Deactivating custom time-off types
If you want to temporarily deactivate a custom time-off type, simply untick the Active checkbox.This will keep the custom time-off type in the system, but it will no longer be available for selection in the type dropdown field when users create time-off entries.
4. Deleting custom time-off types
You can also delete a custom time-off type if necessary:
- Hover over the time-off type and click the bin icon
- Confirm the deletion.
Once deleted, all existing time-off entries with the deleted type will be reassigned the Other time-off type, with the deleted type title added to the Reason description.