Time-Off Setup Checklist
This Setup Checklist in Time-Off helps guide you through essential setup steps, including reviewing Time-Off Types, Policies, Length of Service Accruals, and Account Settings.
Here's the checklist includes:
✔️ 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.