WorkEasy.team lets you create time off policies for different employee groups, such as full-time versus part-time or exempt versus non-exempt. These policies control eligibility, request behavior, and accrual rules.
Go to the Time Off Policies page and click Create Policy.
In General, enter the Policy Name, add a brief Description, and select the Effective From date.
In Who is covered by this policy?, select who is covered by this policy. Use Company to apply the policy to the whole company, or use Groups and Employee Fields to narrow eligibility.
Select the applicable employee settings under Employee Fields.
Note: In the summary area, you can select Details to see the employees included in the policy and identify overlaps.
Configure Time Off Types as needed. For detailed configurations, see Time Off Type Settings as follows.
Click Save to create the policy. If an employee is assigned more than one time off policy, the most recent policy applies.
Future-dated policies become active on the policy start date.
Active policies appear under Policies and can be edited, duplicated, or archived but not deleted.
Time Off Type Settings
Requesting Time Off
Employee request
Configure whether employees can submit requests for the selected time off type.
Request validations
Request validations apply based on the request type selection.
Balances and accrual rules
Policy Renewal Cycle
Select how the policy renews each year.
Accrual Rules
Use Update or Reset to apply changes to accrual rules.
Awarding and Caps
Configure awarding behavior, maximum balance, accrual caps, and carryover for the selected time off type.
Tenure
Use tenure accruals to reward employees with additional time off based on years worked.
Use Override to configure tenure-level settings such as carryover and accrual cap.
Policy Conflict Resolutions
If a policy change creates a conflict with prior parameters, you will receive an alert email.
A warning (red triangle) next to the policy name in the Policies list page will be visible until conflicts are addressed.
Click the warning icon to address those conflicts.
The Policy Conflict Resolutions screen appears. Select the applicable option and click Apply for each employee.
If you have any questions, we would love to hear from you! Feel free to give us a call at 888-550-6515 or submit a ticket.