Archives: Knowledge Base

  • How do I open the AI chat assistant?

    Leo is Day Off’s built-in AI assistant. It gives you quick guidance on how to use Day Off without leaving the app.

    Opening Leo

    1. Look at the top bar of the Day Off web app, next to the Support link and the notifications bell.
    2. Click the Ask Leo button.
    3. The Leo panel opens on the right side of the screen, labeled “Leo – AI Assistant,” with the greeting “Hi, I’m Leo, your AI assistant. How can I help today?”

    Asking your first question

    You can click one of the suggested questions (for example, “How can I set up time tracker?”, “How do I invite employees?” or “How do I set up a leave policy?”) or type your own question in the Ask Leo anything… box at the bottom of the panel and press Enter or click the send arrow.

    Note: Leo’s answers are AI-generated and may not always be accurate. For account-specific issues, use the Support link in the top bar.

  • How do I preview the handbook before finalizing it?

    Before committing to a final version, the tool provides a way to visually check your handbook’s content and formatting.

    Locating the Preview Area

    After clicking Make handbook with AI, look below the section list and action buttons. A dedicated preview panel will display the first page of the generated handbook.

    What to Check in the Preview

    Use this preview to confirm that your selected sections appear correctly, that the formatting looks professional, and that the content aligns with your company’s tone and policies before finalizing or sharing the document further.

  • Can I upload my own handbook PDF instead of generating one with AI?

    For companies that already have an approved employee handbook, the tool offers an alternative to full AI generation.

    Using the Upload Option

    Next to the “Add section” button, you’ll find an Upload handbook PDF button. Clicking this allows you to select an existing PDF file from your device to use instead of, or potentially alongside, the AI-generated content.

    Why This Option Is Useful

    This is particularly helpful for organizations that have already invested time in creating a legally reviewed or brand-specific handbook and simply want to store or manage it within Day Off, rather than regenerating it from scratch with AI.

  • How does the “Autogenerate” option work for each section?

    The Autogenerate toggle is the mechanism that controls whether the AI writes content for a given section automatically.

    When Autogenerate Is On

    When the toggle is switched on (shown in blue with a checkmark), the AI uses your company’s available data and context to draft the content for that section without requiring manual input from you.

    When Autogenerate Is Off

    Switching the toggle off disables automatic content creation for that section, giving administrators more precise control over sensitive or highly specific sections.

    Best Practices

    For general sections like Company Overview or Code of Conduct, leaving Autogenerate on can save significant time. However, for sections requiring precise legal or company-specific language, it may be worth reviewing or editing the AI-generated content carefully afterward.

  • Why is the “Leave policy and time off” section always included and not editable?

    Unlike the other sections, “Leave policy and time off” is locked into the handbook and cannot be toggled off or deleted.

    Where This Data Comes From

    This section is directly generated from your company’s configured leave policies in Settings & integrations → Settings → Leave policies, rather than being freely written by the AI. Because it reflects official, structured data about leave types, accrual rules, and time-off procedures, it’s treated differently from the other more flexible sections.

    Why It Can’t Be Removed

    Keeping this section mandatory helps ensure that every generated handbook accurately reflects your company’s actual leave policies, reducing the risk of employees receiving outdated or incorrect information about their time-off entitlements.

  • How do I add a custom section to the handbook?

    Beyond the default sections, the handbook builder allows you to insert your own custom content areas, which is useful for company-specific policies not covered by the standard template.

    Adding a New Section

    Scroll to the bottom of the section list and click the + Add section button. This immediately inserts a new blank entry into your list of sections, positioned above the action buttons.

    Naming and Configuring Your Section

    The new entry includes an editable “Section title” field where you can type a custom heading, such as “Remote Work Policy” or “Travel Expenses.” It also comes with its own Autogenerate toggle and a delete (x) button, giving you the same level of control as the default sections.

    Removing a Custom Section

    If you added a section by mistake or no longer need it, simply click the red x icon next to it to remove it before generating your handbook.

  • Can I customize or remove sections from the handbook?

    Flexibility is built into the handbook generator, allowing you to tailor the final document to your company’s specific needs rather than being locked into a rigid template.

    Toggling Sections On or Off

    Each section (other than “Leave policy and time off”) includes a toggle switch. When enabled, the switch appears blue with a checkmark, indicating that the AI will autogenerate content for that section. Switching it off disables autogeneration for that section.

    Removing Sections Entirely

    If you don’t want a particular section in your handbook at all, click the red x icon located next to its toggle. This removes the section completely from the handbook structure, rather than simply disabling autogeneration.

    A Note of Caution

    Since removing a section deletes it from your current handbook draft, it’s worth double-checking your selections before generating the final document to avoid having to re-add sections manually.

  • What sections are included in the AI-generated employee handbook by default?

    The handbook builder comes pre-loaded with several standard sections commonly found in company handbooks, giving you a solid starting point without requiring you to build the structure from scratch.

    The Default Sections

    The default sections are Objective & Vision, which covers your company’s mission and goals; Company Overview, providing background information about the organization; Code of Conduct, outlining expected employee behavior; Working Hours and Attendance, detailing scheduling expectations; Leave Policy and Time Off, which is generated from your actual leave policy configuration; Benefits and Compensation, summarizing employee perks and pay structure; and Health and Safety, covering workplace safety guidelines.

    Why These Sections Matter

    These sections reflect the most commonly required components of an employee handbook, helping ensure your document meets baseline expectations for clarity and compliance before you add any company-specific customizations.

  • How do I generate an employee handbook using AI?

    The Employee Handbook generator uses artificial intelligence to draft a complete handbook based on your company’s existing data, removing the need to write policies from scratch.

    Reviewing the Default Sections

    When you open the Employee Handbook tool, you’ll see a list of pre-built sections including Objective & Vision, Company Overview, Code of Conduct, Working Hours and Attendance, Leave Policy and Time Off, Benefits and Compensation, and Health and Safety. Each section (aside from Leave Policy and Time Off) includes an “Autogenerate” toggle that determines whether AI will write that content automatically.

    Generating the Handbook

    Once you’re satisfied with your section selection, scroll down to find the Make handbook with AI button, marked with a small sparkle icon. Clicking this instructs the AI to compile all enabled sections using your company profile and leave policy data.

    Reviewing the Output

    Below the generate button, a preview panel displays the first page of the resulting handbook. This gives you a quick way to check formatting and content before deciding whether to finalize, edit further, or regenerate specific sections.