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Sync your Time-Off™ calendar with your Microsoft Outlook calendar to see upcoming time off alongside your daily appointments, meetings, and reminders. To retrieve your iCalendar link in PurelyHR For employees and managers: Go to iCalendar Setup in the left-hand menu For administrato...

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&nbs...

To submit a time-off request: Select Time-Off Request from the left-hand menu Select the type of request: Full, Partial, or Multi-Day Choose the Time-Off Type (ex: Vacation, Sick, Personal, etc.) Choose the date or date range for your request If requesting a partial day, choose the sta...

How to cancel a request that was already submitted or approved? Changing plans? Sometimes it happens, this article will show you the steps on how to cancel a request that was already approved or submitted into PurelyHR.  Here’s how to cancel a single, partial, or ...

Time-Off Types categorize the types of leave your company offers. These types can be either deductible or non-deductible. Deductible: Any time-off type that deducts from a bank of time. For example, vacation is a deductible type because employees start with a certain amount of days th...

Sync your Time-Off™ calendar with your Google calendar to see upcoming time off alongside your daily appointments, meetings, and reminders. To retrieve your iCalendar link in PurelyHR  You will have two choices of iCalendar link. Go to iCalendar Setup in the left-hand m...

Administrators can manually adjust a user’s balance. This can be used to add missing accruals or add or subtract time from their balance for any reason.  Under the Staff Management menu in Time-Off™, select Manage Users then User List:  Beside the employee’s...

Length of Service Accruals are used to automatically increase your users’ allowance/balance or change their policy once they have reached a certain number of months/years of service. For example, if an employee gets an extra week of vacation on their second anniversary of hire, you can us...

How can I manage my user's settings?   All user settings can be added/modified/deleted by following the instructions below.  Here's how to find User Settings: Time-Off Module Manage Users User List Edit User Settings Allowance Here's...

If you have new employees starting throughout your calendar year, you can use the Prorated Balance setting to give them a percentage of their time-off balance based on their hire date. This is most often used with policies that give time upfront and do not accrue. To add a prorated balance to a...

To review and set your general Time-Off™ account settings, select Account Settings in the lefthand menu.  Each module has its own account settings. Select a module then click Account Settings in the lefthand menu to access settings. Setting De...

How can I change what users have access to when it comes to requesting Time-Off? Learn how to change all of the permissions in the Time-Off Module by selecting Account Settings and the Time-off Request tab! Allow Partial Day Requests Here's the option you can choose from when it co...

What is Reminders?  Reminders are emails that can be sent to users based on criteria entered into PurelyHR.  You can specify who receives the emails as well as how many days prior for each reminder. What is a Time-off Reminder? These are sent to selected users to...

How can I approve a Time-Off request?  As an Administrator or Manager, you are able to approve any pending requests for users in your account. Here’s how to approve a Single, Partial, or Multi-Day request:   Once logged into your account, you will have th...

Where can I assign Managers to Employees?   This can be done both within the Staff module or within the Time-Off module.  Below find the instructions for the Time-Off Module. (Staff option can be found here) To Assign Manager(s) to an Employee: Time-Off module Manage Us...

We offer time in lieu for overtime hours worked.  How do we track this? Overtime or travel hours can be tracked using the Banked Time function. This time can be transferred and multiply into one of your Time-Off type balances upon approval.   Once logged into your Admin account,...

How can I see what my Allowance and Balance is? You can easily view your Allowance and Balance within the Time-Off module. Time-Off Module Time-Off Summary The default view is the Current year, however, you can choose previous years in the drop down Depending on your account's opt...

Once a Time-Off Policy is created, you then have to apply that policy to users.  Under Main Menu, select Settings then Time-Off Policies: Next to the policy name, select the Apply button Select users who will be assigned this policy. You can select an entire department...

How can I change the Calendar view settings for my Employees and Managers? Time-Off has different options when it comes to Calendar View Settings. By default, all administrators can see all requests made by all employees or managers.  However, when employees or managers log in to their ac...

How can I change what options Managers have access to when it comes to Time-Off Requests for their Employees? All of the permissions can be set in the Time-Off Module by selecting Account Settings and the Time-off Request tab!  Manager Cancellations Allow Managers to cancel past time-o...

Why would I use accruals? Accruals are usually used when employees have to accrue their time-off balance throughout the year. This is not used if employees receive their full balance at the beginning of the year.  Where are accruals created? Accruals can be created within the Users Set...

How many reports are available to me? There are currently 28 reports in the system.  Some are available to Administrators only while others are available to both Managers and Administrators. Available to Managers and Administrators: Time-Off Summary The Time-Off Summary Report giv...

Am I able to filter who I want to see on my Calendar? It is possible to filter by Request Types, Time-Off Types, Users, User Roles, Office, and User Departments. Here's how to apply the filters: From your Time-Off Module  Calendar Calendar Filter Please note filters...

Can I have a report sent every week with the same information selected? Automated reports can be set up to send to specified people on daily, weekly or monthly intervals.  You have the choice of four reports: Time-off Details, Time-off Summary, Month End Summary, & Pending Requests Th...

How can I change some of my General Calendar settings? Below is a list of some of the different calendar settings options. Here's how to access your Calendar Settings Time-Off Module Account Settings Calendar Other User's Request View In some cases, users can vie...

How can I change the colors of the requests in the calendar? You are able to change how the requests on your calendar are color coded.  You can choose whether to sort it by User Department colors, or by Time Off Type colors by following these steps: Go to Account Settings Cli...

Here are all your options when it comes to automatically approve a request: You can have a Time-Off Type automatically be approved to all users that are assigned to a specific Time-Off Policy.  A Non-Deductible Time-Off Type can be automatically approved when requested by Employees an...

How can I submit a banked time request? A banked time request is usually used when you do overtime in exchange for time off.  Follow these steps in Time-Off: Banked Time Request Select Reason for Banked Time (if available) Select Date (if available) Input Start and End tim...

Our Employees have multiple Managers who need to approve time-off requests.  How do I set the sequence for the approval process? Approval Hierarchy settings can easily be set within the User Setting page for each user.  Once logged in as Administrator, follow these steps: Time-...

If your time-off type uses an accrual, choose one of the following options to determine how your time will accrue and its limits. Indefinitely Continue accruing with no limit until the calendar year renewal date. Accrual will reset when the time-off type renews. Example: An employe...

When your calendar year renews, you must choose how your Time-Off Types reset. You have the following options: Reset to Full Allowance The balance will be reset to the full yearly allowance. This option is used when you give your balance upfront. Example: An employee starts the year with...

How can I change my Administrators Settings?  There are options that can be changed when it comes to Administrator Settings.   Notifications Emails Settings System Notifications Emails Restrictions Report Only  Here's how to modify your Administrators...

How do I create alerts or reminders for Paid Holidays?  Alerts and Reminders can easily be set within the Time-Off Module by following the steps below.  Keep in mind that the Holidays need to be entered into the system for those features to work. Here's the article on how to...

Where can I change who is emailed when actions are performed on a request? Email notification settings can easily be updated within the Time-Off Module. While logged in as Admin, follow these steps: Time-Off Module Account Settings Time-Off Request tab Update your options Tim...

What are Special Event dates?  Special Event Dates can be added to your company calendar to inform staff of important upcoming events. These events could be staff parties, office closures, annual meetings, etc..   You are able to determine if users are able to request the date o...

Why would you want to download or export your data?   Simply to manipulate the data. Since all the data provided in the system is yours, you can export or download at any time and as many times as you wish.  What Exporting/Downloading options do I have?   CSV PDF...

What kind of options do I have when it comes to setting up restrictions on reports? You have the ability to change settings on reporting for the Time-Off Module. We know that policy can differ from one company to the other so we gave you customized options that can be changed to your preference!...

What type of Restrictions can be set in Time-Off?  Time-Off Restrictions can be set to limit the number of users* who can take time off on any given day or a specific date range.  Time-Off Type Restrictions can also be set so that one time off type needs to be depleted before anothe...

Can I send an email to all staff who are set up in the system? The Email Announcement feature in the Time-Off Module will allow you to send an email from the system to all or selected members of your company. An Email Announcement can be sent by following these steps: Time-Off Module E...

My manager is listed incorrectly on my account, how do I get this changed? If you noticed that one or more of your listed managers is not correct, we suggest reaching out to the administrator of the account by following the steps. From the Time-Off module: Calendar Click the question m...

Where can I view the changes that have occurred to a user's balance? In Time-Off, you are able to view (and print) the Audit Trail showing all the changes that have been made to the user's balance.   This includes the time that was deducted for time off, accruals, manual additions o...

How do I modify an accrual date to match my pay periods? By default, the policy will begin to accrue based on the date the policy is assigned.  However, you can change this date or skip a date if a user is going to be missing accruals due to time-off. To modify a user's accrual date,...

How can I add my Time-Off Calendar into my Mac calendar? Adding your iCalendar to Mac calendar is an easy 2 step process.  Here’s how you can retrieve your iCalendar link.   You will have two choices of iCalendar link. Step one: Go to iCalendar S...

Sync your Time-Off™ calendar with your Apple calendar to see upcoming time off alongside your daily appointments, meetings, and reminders. To retrieve your iCalendar link in PurelyHR For employees and managers: Go to iCalendar Setup in the left-hand menu For administrators: Go to To...

Wondering how to change a user or a manager to an Administrator or Vice Versa?  Oftentimes, an Administrator will need either an Employee or a Manager profile in addition to their Administrator login, especially if the Administrator needs to track their own information like Time-Off Requests...

Can I update information for multiple users at once? Certain information can be updated for several or all users at once using the Bulk User Update feature. Once logged into the Admin account, follow these steps: Time-Off Module Manager Users Bulk User Update Select users to update...

How can I approve a request by email?  When a time-off request is created or requested to be canceled, an email is sent to the managers.   Within the body of this email, you have the option to include quick links for the managers to action the request. Here's how to decide...

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...

Did your users use all of their carry-over balance? Carry-Over balance can roll over from year to year depending on the account settings.  You also have the option to set the carryover balance to expire after so many days within the new year.   If you do have an expiry da...

Adding a new hire after the hired date?  We know how busy life can get, this article will help you troubleshoot adding a new hire to the system after their initial hire date.   Especially in the event that your company works with accruals. IMPORTANT NOTE: Accruals can't be b...

Did you know? You can get PurelyHR on your phone or tablet, without an App taking up storage space?   You can easily do so from any browser on both Apple and Android products! To do so simply :  Open your favorite internet browser Go to your PurelyHR login website URL...

You can add new module trials or upgrades to your existing account(s) To add a module to an existing account, you can follow the steps below: 1. Go to your dashboard 2. Click the green X to start a trial for the module(s) of your choice: And that's it! You will th...