How to Add Time Off Types

How to add time off types to be used in a Policy Plan

1. Click    to open the Global Settings

2. Click Time Off to expand the options and select Time Off Types

3. Click      and select Add   

4. Enter a Name 

5. Enter a Code

6. Select a Balance Type 

• Balance is tracked - Employee has a balance of hours per Policy Plan period.
  
  • Requests made deduct from the employee’s time off balance
  • Examples: Vacation, Sick Days, Personal Days

• Balance is not tracked - No balance of hours for an employee
  
  • Examples: Jury Duty, Working Out-of-Office, Appointment

• Comp Time Off - Holds comp time hours
  • When an employee works OT, those hours can be converted into Compensatory Time 

7. Enter a Description (Optional) 

8. Click      to save the Time Off Type