We understand the importance of accurately setting up time off policies for team members across the organization. As so, we have outlined the best practices for rolling out time off request via Sapling.
Step 1: Set-up Holidays
Ensure your company holidays are set-up within your Sapling calendar
Step 2: Confirm Policies
Set-up Time Off policies in Sapling
These policies will be created in disable status
Step 3: Test and confirm the workflow
Allocate a small test group (approx 5 - 10 people)
*Note: This can be done by location, department or team.
Activate Time Off visibility for these group in the Permission settings
Start making requests
Confirm manager workflow is as expected
Step 4: Launch with a Pilot Group
Once comfortable and confident in the workflow, launch with a pilot group of 20 - 50 people
Provide clear instructions (a draft template from Sapling is available here)
Step 5: Company wide launch
Once you’ve configured the workflow and built a business case, you’ll be all set to launch more broadly