Administrators are responsible for uploading yearly Quota for attendance activities and also making updates (monthly/yearly). In this manual, we will go through how to make individual changes (like Vacation, Transfer vacation from a previous year, Bonus vacation, Sick Day, Doctor visit, Accompanying a family member and other custom activities) in employees’ profile.

Quotas can be uploaded:

• during opening of the new year based on the default quota setting
• by bulk Import – an excel sheet template where multiple employees can have multiple different quota uploaded
• individually for each employee

Please note that only employees with special permissions can use this functionality.

Step 1 – Organization

Click on Organization and select Employees.

Step 2 – Select the employee

If you have access to employees in more than one company, you must select a Company.

Click on the employee´s name.

Step 3 – Employee detail

Click on the three dots.

Select Quotas.

Step 4 – Quota detail

Set up the details:

a) Year

b) Select Employment – if there is just one employment, you do not need to select anything else.

c) Choose the type of quota – Vacation, Sick day, Doctor visit, etc.

d) You can add transferred quota – A transfer of quota from previous year(s).

e) Quota can be taken during the whole year – keep the Yes button ticked. If you want a custom settings of dates, select No.

f) If you selected No, click on the dates box next to this No button. On the right part of the screen, a new window will display to you. Please specify dates from & to.

Click Save.