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.

📌TIP: To create a parental leave policy such as maternity leave - Read more >

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.

    📎NOTE: If you need to amend an already existing time off policy Settings button next to it.

  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 if you want to assign them later click Cancel.

    📌TIP: To later add employees to a time off policy - Read more >

  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 - Read more >

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