Adding or Editing Time Off Policies

To create a new Time Off Policy:

1. Click the Time Off app.

2. Click Settings > Policies>Add

3. Enter the policy details and configure the applicable accrual and leave settings.

4. Click Next>Yes

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To edit an existing policy, select the policy you want to update and click Edit.

 Make the required changes, and click Save.

Note: Changes to a policy may affect employees currently assigned to it, so review the policy and its assigned employees before making significant changes.

Policy Field Descriptions

When creating or editing a Time Off Policy, the available fields determine how the policy works for employees. Common fields include:

• Policy Name – The name used to identify the policy, such as Annual Leave, Sick Leave, or Family Responsibility Leave.

• Leave Type – Defines the type of time off covered by the policy.

• Accrual – Determines how employees earn or accumulate leave.

• Accrual Frequency – Defines how often leave is accrued, such as monthly or annually.

• Accrual Amount – Specifies how much leave employees receive during each accrual period.

• Carry Over – Determines whether unused leave can be carried into the next leave period.

• Leave Cycle – Defines the period over which the employee's leave entitlement is calculated.

• Maximum Balance – Sets a limit on the amount of leave an employee can accumulate, where applicable.

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