How do I create Time Off Types and manage Time Off Requests?

Time Off allows clinics to define time off policies, review requests, and manage approvals for team members—all integrated with Fairly Payroll for Teams.

Creating Time Off Types

Clinics can create different types of time off (for example, Vacation, Sick, Personal).

To create a time off type:

Click "Fairly Payroll"
Click "Time Off"
Click "Types"
Click "+ Create Time Off Type"

When creating a time off type, you can:

Set the default number of hours each employee receives
Set a minimum notice period, which prevents team members from requesting time off within that window

Viewing Time Off Requests

Clinics can view Time Off Requests in two ways.

Calendar view

Click "Fairly Payroll"
Click "Time Off"
Click "Calendar"

The calendar shows all pending and approved time off across your team.

You can approve or reject Time Off Requests directly from the Calendar view by clicking on a request.

Requests list

Click "Fairly Payroll"
Click "Time Off"
Click "Requests"
Click a request
Click "Approve" or "Deny"

When denying a request, you can include a comment for the team member.

Historical requests remain accessible for reference.

Reviewing Request Details

For every Time Off Requests, clinics can see:

The employee’s total hours allotted for that time off type, whether that's the default or a custom number of hours
The number of hours requested
The remaining hours if the request is approved

This helps ensure accurate and fair approvals.

Notifications

When a team member submits a time off request:

The clinic is notified that there’s a new request to review
The team member is notified when the request is approved or denied
If you include a comment when denying a request, the team member will see that comment in the notification and in the request details

This ensures requests don’t get missed and can be reviewed in a timely manner.

Overriding Time Off Hours for an Employee

Clinics can override default time off hours at the individual employee level.

To adjust hours for a specific employee:

Click "Fairly Payroll"
Click "Employees"
Click "View" under Time Off Summary
Click the pencil icon next to the applicable time off type
Enter the hours that employee will receive

This is useful for custom arrangements or role-specific policies.