How best to add and manage 'Birthday day off' within WFM

Sarah Bwalya

• June 22, 2023 09:55

Hi,

Our customer is wanting to introduce a new benefit to their employees, offering them a day off for their birthdays.

This day must be taken within the week of their Birthday and will not be paid out if not taken or if not taken and the employee leaves the company. 

Please could you advise on how to manage this within the system and how it should be managed in regard to holiday entitlement?

Best

Sarah

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  Natasha Cook

  • June 22, 2023 15:35

  Hi Sarah,
  
  I hope you are well, 
  
  I am afraid that this isn't a current function on the system therefore i would advise in creating an ideas request from the below link. If you would like a work around for this in the meantime then you can create an absence type. 
  Ideas request link - Ideas: WFM Workforce Management – Fourth & HotSchedules Customer Success Portal
  
  HR > Administration > Absence types > Create Absence type. I have attached an article to assist if you need.  WFM UK: HR: Administration Drop-Down: Absence Types – Fourth & HotSchedules Customer Success Portal

  If you have any more questions please let us know. Have a nice day. 

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• 

  Deborah Saleh

  • June 27, 2023 07:19

  Hi Sarah

  We give our employees a paid day off for their birthday in the same way you are proposing, but it is up to the department managers to remember to schedule the birthday off, either on the day if possible or in same week. It is not linked to holiday allowance.

  When we used Rota's we created a shift type for Birthday. Now we use Scheduling, we have created a paid Passive shift which is noted as their Birthday day.  

  Good luck

  Deborah

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