How to define the leave rules
Different company policies imply customized setup of vacation, leave or days off. Mirro allows specialists to define company-specific time-off rules of different types.
Setup custom rules for different types of leave, vacation or other days off
1. General details about the leave rules in Mirro
When defining a new rule, you will have the possibility to select which type of rule should be:
- Vacation days - leave rule type which will offer you the possibility to set-up vacation days per year, based on which the user will be able to make a leave request up to the days specified when the rule was defined. For example, if a leave vacation rule is defined with 21 days, the user will be able to make as many leave requests but up to 21 days only.
- Special events - leave rule type which will offer you the possibility to set-up one time special events that require a leave such as marriage, funerals or others, based on which the user will be able to make a leave request up to the days specified when the rule was defined. For example, if a special vacation rule is defined with 5 days, the user will be able to take as many leave requests as needed without having a limit to the number of the days. If a user will create two special leave requests each of 5 days, in total the user will be requesting 10 days of special leave.
- Medical leave - leave rule type which will offer you the possibility to answer to the users needs in regards with medical requests.
- Study leave - leave rule type which will offer you the possibility to answer to the users needs in regards with studies requests.
- Seniority days off - leave rule type which will offer you the possibility to add additional days of vacation based on the tenure earned in the company.
- Public holidays - leave rule type which will offer you the possibility to mark the bank holidays.
The vacation leave rules and seniority leave rules will have impact over the balance of the users, while the other leave types rules are not going to be taken into consideration.
2. How to define the leave rules in Mirro
To define a new leave rule, you will need to access the Admin area module > Leave Settings section > Add a new rule option. You will need to select in the first place the leave rule type you would like to define.
After selecting the type, a new form will be opened for you to fill-in the details of the rule. For example, you can add a general leave rule which will be applicable for every user.
- Leave days rule name field - the name of the rule which will appear when the user will create a new leave request
- Short name field - the short code which will appear when the payroll / timekeeping is exported
- Days per year field - how many days can be requested as leave from this rule
- Please select start / end year fields - the start year of the rule when to be applied and if the end year if the rule is going to expire.
- Paid field - to define if this type of leave is paid or unpaid
- Applies to all members field - which will define if the rule should be applicable for all the members of the company or only for some specific positions or some specific locations.
- Timeoff is carried over next year and expires after X months field - based on which the remaining days from this rule will be carried over for a specific period.
- Needs approval from direct manager / coordinator field - based on which the request will be approved by the time-off approver selected for each user in part or by the user with the general role of time-off approver. If unselected the request will be approved only by the user which is having the general role assigned.
- Impacts payroll field - based on which the leave request name will be shown in the payroll / timekeeping export.
3. How to activate / edit a leave rule in Mirro
After you managed to fill-in all the information, you will need to save the details. Once a rule has been added in the application, the rule should be activated to take effect. To activate a rule, you will need to select the option Activate available for each rule in part.
Once the rule was activated, it will have impact in the application. In the same time, you will also have the possibility to edit a rule once created. Our strong recommendation is to make the rule inactive first and afterwards to make the changes needed.
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