Creating Time off policies allows you to keep track of how much time off employees have taken, what they’ve taken, and how much they have left to take.
 
By default, there are already two pre-defined policies:  

  • Vacation 
  • Sickday 

 You can edit their settings as well as create an unlimited number of new policies.  

 

Create new policy 

  Only employees with administrator access can follow these steps: 

  1. Click your name on the top right, then click Settings.
  2.  On the settings menu click Time off, then click Policies.
  3. Click ADD NEW POLICY.  
  4. Give the policy a name and a description – This description appears to employees when they are requesting time off.  
  5. Allocate either a number of days or hours, which can be done once or per year and accrue.   
  6. If you choose once there will be nothing else to type in this section. If you select per year and accrue there will be some further fields to fill out.
  7. Once filled out, scroll down, then click General.  
  8. Enter what you want your default working hours to be, then select the options in General that you want to apply. 
  9. Select the relevant options you want to apply in the Conditions, Allowance, Workflow and Additional fields settings.
  10. Once you finish applying your settings for this time off policy, click CREATE
  11. You can either assign employees now and click SAVE, or assign them later by clicking CANCEL
  12. Wait a few moments and then refresh your page. The policy now shows. 

📎NOTE: If you need to go back to amend the settings of a policy, on the policy click on the SETTINGS button. 

Below you can see how it looks when you create a new policy.

Assign employees to Time off policy 

  1. Click your name on the top right, then click Settings.
  2.  On the settings menu click Time off, then click Policies.
  3. On the time off policy, click on the ELIGIBILITY button.  
  4. Select the employee(s) you want to assign to this policy. 
  5. Once selected, click SAVE



For further help on set up, go to our Welcome hub.

Did this answer your question?