A policy is used to group all of your time-off types. For example, if your company gives 10 vacation days and 5 sick days to new hires, your “New Hire” policy would include 2 time-off types - vacation and sick leave.
To create a new Time-Off Policy:
Under Main Menu, select Settings then Time-Off Policies:
Next, add your time-off types to your newly-created policy:
Daily: Divide the allowance by 365 or set it at 0.275% of the allowance.
Weekly: Divide the allowance by 52 or set it at 1.923% of the allowance.
Every (1) Month: Divide the allowance by 12 or set it at 8.334% of the allowance.
Semi-Monthly: Divide the allowance by 24 or set it at 4.167% of the allowance.
Every 2 Weeks: Divide the allowance by 26 or set it at 3.846% of the allowance.
If you give allowance up-front:
Balance Required: Users need an available balance to request time off.
Allow Overbook: Users can request as much time as needed with no restrictions. Requests will still require approval.
Allow Pre-Book: Users will need to have accrued enough time by year-end to request time off. This will let them request time before they’ve accrued it without going over their yearly allowance.
Accrued By Date: Users can request time-off in advance, as long as they will have accrued the time by the requested date.
Repeat these steps to add the rest of the time-off types that will make up this policy.
To set up your other policies, you can duplicate the policy you just created. This will carry over the settings you have already set up and you can make the necessary adjustments to each time-off type. To do this, select Duplicate next to the policy.
Final Step - Apply Your Policy:
When your policies have been created, you must then apply your policy to your users.
Note: When modifying a time-off policy, the changes will not automatically apply to users who already have that policy applied to them. For the changes to take effect, reassign the modified policy to the necessary users.