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



  • Natasha Cook

    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. 

  • Deborah Saleh

    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



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