Policies
Get time off details for a past employee
As part of an employee's offboarding process, admins need to get employee’s time off details for all of the policies they were enrolled in, including how many days they used, how many they have left, and how many days they were entitled to. Once the ...
Getting started with your time off policies
Before creating time off policies, we recommend considering the following questions: 1. How many policies do you need? 2. Do you have employees with different benefits packages? How are they different? 3. Do you have salaried and hourly staff? 4. How ...
Create bonus modifiers in Time Off
A bonus modifier is useful when you want to give your employees more days or hours depending on their seniority, team or department, year of employment, etc. To see real-life examples of bonus modifiers, please scroll to the end of this article. ...
How to use the "Time in Lieu" Policy Type
Learn how to create a "Days in Lieu" policy and how to make requests using this policy type. This applies to; √ Admins √ Managers √ Employees How to create a "Days in Lieu" policy 1. In Time Off, navigate to Manage Time Off on the left ...
How to set up Reset and Carry Over when creating a policy
1. Click on Policies located on the side menu. 2. Click on + Add new policy. 3. Click on Reset and Carry Over on the top heading. 4. Specify if the time-off allowances of enrolled employees should reset automatically on a scheduled basis. Yes: choose ...
How to set up Scheduled Accrual when creating a policy
1. Click on Policies. 2. Click on + Add new policy. 3. Click on Scheduled Accrual on the top heading. 4. Specify if the employees are given Time Off allowances on a scheduled basis. Yes: Select this if you want your employees to receive time off ...
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 ...
How to enrol employees in policies
1. From the employee's profile, go to the Time Off tab and click "View Dashboard." 2. Click Enrol in Policy. 3. Policy cards for the policies that the employee can be enrolled in will be shown. Click on any policies in which you wish to enrol ...
How to set up auto-enrolment in policies for new employees
Setting auto-enrollment policies 1. Click "Policies" in the left navigation bar. 2. Click "Edit Membership" on the policy you want to set for auto-enrollment. 3. Select "No" under the Onboarding Defaults tab. 4. Use the dropdown to select whether you ...
How to set up reviewer groups
1. Navigate to Time Off, then, under Manage Time Off, click Reviewer Groups. Any time off policies you've created that aren't assigned to reviewer groups will be set to auto-approve time off requests from employees. To review your unassigned ...