Set Vacation Days/Leave
beta
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Tadej Jevsevar
Allow team members to set leave or vacation dates, and prevent others to assign tasks on those dates? (Submitted via Intercom)
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Ryan MacAlmon (HPE)
Bugra Oktay - is there something that needs to happen for so this can be seen in the Gantt view? It is not showing the conflict
Rakesh Rathore
Still waiting for the beta allotment, form filled already
Danielle Moore
Rakesh Rathore we're also waiting over here.
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Irena Ndum
Danielle Moore Same! :(
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Bugra Oktay
Irena Ndum: Rakesh Rathore We are adding more workspaces to beta every week. You should soon get an email informing the enablement.
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Jane Koh
Bugra Oktay Hi, is this beta already started to release? We are still waiting here.
Alex Fong
If assignment is attempted, it should trigger an automatic ClickUp out-of-office chat message on the task.
Christie Parrish
This would be an excellent add. It would also be helpful for organizations with varying PTO limits based on tenure to be able to use a tag (or some other kind of indicator) to set PTO limits in bulk based on those varying criteria.
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Bugra Oktay
Hello everyone - based on some of the feedback we got from you, we are considering to add some admin settings around PTO, namely (i) turning it on/off for the workspace, (ii) showing a message to users when they are setting time off, (iii) setting limits on time off. See the image below for an illustration.
What are your thoughts on this? Do you find these useful? What other setting should there be here?
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Luke Burrell
Bugra Oktay this would be amazing... Per user would be even more helpful.
Edward Prados
Bugra Oktay Many companies might have different amounts of leave depending upon seniority, position, etc., so if limits are added, they probably need to be at the user level and not the workspace level. Additionally, there are accrued leave balances - some employees might have a lot, and others none at all. Limits might be difficult in practice.
Deepti Karn
Bugra Oktay every day also after working hours, the notifications should automatically mute. No chat or task notifications after work hours.
Greg Madhere
Bugra Oktay small business owners might know their team’s vacation days, but this gets way more complex in mid-market/enterprise organizations as that tends to vary widely as others have stated. Most PMs building schedules would have no idea what team members have for vacation days unless told. This would be better off being set by the user. The PM just needs to know when.
Amanda Zarth
Bugra Oktay Seems great so far. In addition to the managing options, I wanted to confirm about limits. In Brasil, there is no limit on sick days, only on vacation days. So it would be a limit of 30 days off for vacation and unlimited sick days per user per year. Will that be a possibility too? Since it says to “uncheck all for no limits,” I thought it best to confirm.
Matías Albacetti
Bugra Oktay given that most organizations manage their employees days off outside ClickUp in an HR system, it'd be a top priority to make it available through API. Adding, modifying and deleting leave days through the API will allow us to sync ClickUp and our HR system seamlessly.
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Amy Makiewicz
Bugra Oktay I think companies with unlimited time off need to be considered, is this acheived through not using this setting? Also the biggest admin feature we need is the ability to put PTO in for others, vs the team only putting it in for themselves.
Alexandra Silva
Bugra Oktay, That would be great, especially if the feature was available for every user, not just the admin.
Daniel Urbano
Edward Prados Maybe set a default and then be able to change by user or role.
Other thing to consider is how long you can accumulate vacation days. We have a 1-year roll-over policy but some companies have 2-3 years or none at all. Bugra Oktay
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Andrea Richards
Bugra Oktay Overall our teams wont be moving to ClickUp to manage actual time off requests as we have a separate tool for tracking multiple HR things. So the focus really for us is on the visibility of that time off across the workspace to ensure scheduling is not impacted and teams outside the direct team can be aware of the time off as well.
Charlotte Nuzum
Bugra Oktay It would be great to have the ability to link a 3rd party system like Gusto, When I Work, etc. that would link the PTO between the main payroll system and ClickUp
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Erica Young
Bugra Oktay This looks great. Will we be able to set different public holidays for team members in different geographical locations?
Josh Comer
Bugra Oktay
Setting time-off is great! Being able to see when someone won't be able to take a task is super helpful.
Ultimately, I would love to be able to consolidate our HR software to ClickUp one day. The additional setting to be able to limit time-off is a big step in that direction.
If the goal is to replace HR software though, the hours would have to be set per person. Our office also uses accrued hours which would be another layer of complication.
Gia Ciccone
Bugra Oktay Showing a message to users would be helpful for our use case.
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Shona Hamilton
Bugra Oktay - this is awesome. Will admins be able to add vacation days for users? My team currently request leave in our HR system and then I would add it in to their schedule. I agree with comments about being able to set vacation days/ sick days etc per user.
Justine Dechaine
Bugra Oktay If I assign someone a task that either starts or ends during their time off, I would like to receive some sort of alert (banner or clickup comment) notifying you. Same for the reverse scenario: If someone books time off and there is a pre-assigned task that either starts or ends during that time off period, I want to receive the same kind of alert.
Danielle Libonati
Bugra Oktay hours instead of 'days' would be more functional for us
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Bugra Oktay
Thank you all for your feedback. These are invaluable.
Pierre Becher
Bugra Oktay WIll there be an API endpoint to add/edit/delete personal time-offs? This is needed because most companies (in Europe) manage their time-offs in specific HR admin tools due to country-specific labor regulations.
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Bugra Oktay
Pierre Becher - yes, there will be. we are working on it.
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Bugra Oktay
Hello everyone - we started the beta release of this feature earlier this week but doing it in batches.
If you already signed up for beta, your workspace will get the feature in the upcoming days or maybe it already did.
If you'd like to sign up, please use this form:
Have a spooky weekend!
Tomasz Banas
Bugra Oktay Thank you. Done! I submitted the form. �
Sarah Russo
Bugra Oktay Hey, thanks so much for integrating this! So what exactly is the method for entering time off into CU to make this work? Thanks!
Rakesh Rathore
Bugra Oktay Still waiting for the beta access
Nat Evans
Bugra Oktay Can you post a picture of what this would look like so we know if we have it - I am pretty sure we don't but want to make sure
(we signed up for the BETA ages ago)
Rakesh Rathore
Bugra Oktay still waiting for the beta access
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Bugra Oktay
Rakesh Rathore Nat Evans - adding workspaces in batches. You should get it shortly.
Rakesh Rathore
Bugra Oktayokay we are waiting for this
Tomasz Banas
Any update?
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Bugra Oktay
Tomasz Banas: beta release in progress
Brandon Frisch
You guys missed an obvious feature for this: Enable me to set Vacation/Leave-specific notification settings so my phone/device doesn't get notified constantly while I'm away.
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Bugra Oktay
Brandon Frisch: good call, we are going to be adding that soon after the initial release.
Fausto Torres
Hello. I also missed the email. Could you add us to the beta program as well?
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Bugra Oktay
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