These settings define how your system manages time off by tracking accrued hours or allowing time off requests without maintaining a balance.
Balance is tracked
Employees earn time off based on defined accrual rules. For example, they might accrue 1 hour of paid time off for every 40 hours worked. As hours accumulate, employees can submit requests against their available balance.
Use this for:
Vacation
Sick leave
Other time off types that require hour-by-hour tracking
Balance is not tracked
No accrual bank is maintained. Employees request time off in set increments, such as full days or half days, without drawing from a tracked balance.
Use this for:
Jury duty
Bereavement
Floating holidays or one-time special leaves
General settings
Configure core details for each time off type:
Name and code
Balance type (tracked or not)
Paid or unpaid designation
Requesting time off settings
These settings are configured per time off type within a policy.
Employee request options
Employees can request their own time off.
Requests may be for full days, half days, or hourly blocks.
Validations
Control how and when requests are submitted, including timing rules and eligibility conditions.
Manager overrides
Managers may override validations in special cases, such as for long-tenured employees, when overrides are configured.
Balances and accrual rules settings
Policy renewal cycle
Determine how the policy renewal cycle is calculated each year.
Specific date (for example, January 1 every year)
Hire date anniversary for each employee
Accrual rules
Update: Modify existing rules mid-cycle. Balances are recalculated from the start of the current policy cycle.
Reset: Clear and recalculate balances based on current policy dates, assignment dates, or hire dates.
Viewing time off balances
After policies are active, administrators and managers can view each employee’s current balances under Time Off > Balances. The panel on the left lists all employees, while the panel on the right displays their available time off types and balances.