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  4. Administration - Time Off Settings

How to Set Custom Time Off Policies

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How to Set Custom Time Off Policies

The Time Off Policies tab allows you to pick from pre-existing policies based on your province or state.  You can also create customized policies for:

  • Sick Time
  • Vacation
  • Bereavement
  • Jury Duty
  • Other custom policies

To create a custom Time Off Policy:

  1. Click on the Create New Time Off Policy button on the right hand side of the window.
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  2. Enter:
    1. Name of the policy
    2. Enter a region name
    3. Choose your country
    4. Whether you would like the time off to display in hours or days and enter a description if needed.
    5. Click Save & Next to continue to the next step.
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  3. Once the Update Time Off Policy window appears, the user can:
    1. Allow Employees to edit or delete submitted bookings
    2. Allow Managers to adjust the employees’ PTO Ledgers
    3. Choose whether or not the employees get paid for this time off.
    4. Choose a Rate Multiplier for the time off
    5. Choose a Pay Code for the time off
  4. Once Complete, click on the Time Off Rules tab at the top of the window:
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  5. The Time Off Rules tab allows users to:
    1. Choose how the time is accrued (Yearly, By Pay Period, Based on Hours Worked).
    2. Choose how much time would be accrued and when the time would start accruing.
    3. Add Tenure Bonuses, if employees accrue more Paid Time Off based on tenure with the company.
    4. Choose a balance limit for the Paid Time Off Policy.
    5. Allow a negative balance for the Paid Time Off Policy.
    6. Choose what day the employees’ balance would reset on each year.
    7. Choose if the employees are paid out for their balance for this Paid Time Off Policy once they leave the company.
    8. Choose a waiting period for new employees in regards to time off requests for this policy.
    9. Choose a minimum increment for the paid time off request for this policy (8 hours, 4 hours, etc.).
    10. Choose whether the time off accruals are prorated for new employees.
    11. Choose a blackout period for time off requests.
    12. Choose a starting policy for this time off policy (how many hours new employees will start off with).
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