Creating a Time-Off Policy

To Create a New Time-Off Policy

• Under Main Menu, select Settings then Time-Off Policies:

• • Select Add New
  • Name Your Policy
    • This could be based on length of service (ie: New Hire, 1 Year, 5 years)
    • or based on the number of vacation days included (ie: 10 Days, 15 Days, 20 Days)
  • Select Continue
    

Next: Add Time-Off Types To Your Newly Created Policy

1. Edit Policy Settings
   • Beside the Time-Off Policy name, select Edit Policy Settings
     
2. Click Add Time-Off Type to Policy
   • Here is where you’ll choose the settings that apply to your time-off type, including renewal, accruals, restrictions, and more.
     
3. Choose the Time-Off Type
   • Select the type  you wish to add to your policy.
     
4. Set Renewal Date
   • Typically, this is the start of the calendar year or your company’s fiscal year.
   • If you would like your balances to renew on a user’s hire anniversary, leave this blank and enable User Calendar Year Setting under:
     • Account Settings -> General.
5. Set Yearly Allowance
   • This is the number of days or hours a user will have in a year.
6. Set Default Balance
   • This is the balance users will get when the policy is applied to them.
     
     • Empty: For accrual-based policies.
     • Full: Users receive their full allowance upfront.
     • Prorated: Learn how to set up prorated balances here. 
7. Set Upon Renewal rule
   • (Click here to see descriptions of each rule)
8. If Accruing, set the Accrual Interval and Accrue By rate.
   • Daily: Divide the allowance by 365 or set at 0.275% of the allowance.
   • Weekly: Divide the allowance by 52 or set at 1.923% of the allowance.
   • Every (1) Month: Divide the allowance by 12 or set at 8.334% of the allowance.
   • Semi-Monthly: Divide the allowance by 24 or set at 4.167% of the allowance.
   • Every 2 Weeks: Divide the allowance by 26 or set at 3.846% of the allowance.
9. If Accruing, determine the Accrue Until rule
   • (Click here to see descriptions of each option)
10. Set Restrictions
    
    • 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.
    • If accruing:
      • 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.

Finalize

• Click add to save the time-off type policy.
• Repeat these steps for all time-off types in the policy.

Duplicate Policies

• To create similar policies, use Duplicate next to the policy name. This copies settings so you can adjust as needed.
• 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.