How to create a time off policy

How to create a time off policy

1. Navigate to Time Off, then under Manage Time Off, click Policies.

2. On the Policies Overview screen, you can view your existing policies as well as create new ones. Click + Add New Policy to create a new time off policy.

3. The Edit policy wizard is broken down into four sections.

  1. Basic Info

    1. Here, you can input information such as the name of the policy, when it takes effect, and if it's prorated or not.
    2. For more information about Basic Info, click the ? icon next to each field.

  2. Scheduled Accrual

    1. This is only applicable for policies that accrue over time. You can choose base amounts, how the accrual structure is given, and adjust rounding settings for prorated time off.
    2. For more information, check out our article on How to set up Scheduled Accrual when creating a policy.

  3. Reset & Carry Over 

    1. If you allow your team to carry over unused time off balances from previous years, this is where you can set and adjust the rules surrounding time off carry over.
    2. For more information, check out our article on How to Reset and Carry over when creating a policy.

  4. Bonus Modifiers

    1. If you have have special exceptions to how your team receives time off from this policy, you can create custom groupings based on your policy exceptions on this screen.
    2. For more information, check out our article on How to create bonus modifiers in Time Off.

4. When you have finished entering your policy information, click Save.

Time off does not track the dollars owed to your team members or automatically sync/integrate with Payroll when it comes to paying out your team's owed vacation. You'll have to continue to use the Payroll product for these functions. Check out our article on How to automate Time Off Sync for details on how this process can be automated.
Policies, once created, shouldn't be modified. If you're modifying beyond the basic info, this can potentially cause data disruption around balances. Contact us at support@risepeople.com for any accrual or carry over adjustments that need to take place.

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