How to create time off policies

In order to create time off policies for your employees you need to:

  1. Create a time off type by clicking "+ Time Off Type" in Settings - Time off.
  2. in 1st step choose "Track with accrual policies"
  3. in step 2 select rules according to your needs and proceed to step 3.
  4. In step 3 click on "+ Create a policy" and create as many policies as you need.
  5. Select whether you wish to activate to carry over untaken days to next year and proceed to the last step.
  6. In this last step you can see a review of the time off type & its configuration. You can activate this type & set it available to employees to select while requesting time off, otherwise you can activate later. As long as this type is inactive it means that it is not visible to employees to select.

    Note: You may edit this type’s settings anytime from your time off types table. Allowed days will be automatically assigned in all active employees according to the accrual policies you created. You can always edit and/or new policies later.
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