Time-Off Account Setup Checklist


Where do I see the Account Setup Checklist?

In Time-Off, above the Calendar, you will see a link to the Account Setup Checklist
If you've selected Hide Permanently, you will no longer see this checklist on the calendar but it will still be available under Help-> Account Setup Checklist

Here's the checklist:

Review your Time-Off Types

Time-off Types are used to categorize the different reasons why your employees/managers are requesting some time off.

Review your Time-Off Policies

Time-Off Policies are templates which contain a group of time-off types, each with their individual settings, which can then be applied to users for a quick implementation.

Review your Length of Service Accruals

Length of Service Accruals are used to automatically increase your users' allowance/balance once they have reached a certain number of months of service within your company

Review your Account Settings 

Account Settings are settings that are used in Time-Off in various situations.  After you've updated the General settings, we recommend going through each tab and updated the various options.
Need help with the setup? Don't hesitate to contact us at support@purelyhr.com.

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