Time Off Policies Overview

How to Add a Policy Plan to set the baseline rules for EasyTimeOff

 

 

Navigation: 

1. Select EasyTimeOff from the product menu

 

2. Select   Time Off Policies from the Left Nav

 

3. Click      to add a new Time Off Policy 

or click    and  Edit to edit an existing Time Off Policy

 

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Configuration

1. Enter the General Information

 

 

2. Assign a scope to the Policy Plan

Select the scope the Policy Plan will be applied to: 

   Company - Applies to every employee within the company (default) 

   Organization Group - Applies to  one or more Groups

   Employee Fields - Apply to specific Employee Fields

 

Use the   Summary Indicator to see how many employees are within the scope

 

           

 

 

3. Configure the Time Off Types

 

Select a link below for specific instructions: 

• Balance is Tracked Time Off Types - Employee has a bank 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 Time Off Types - No bank of hours for the employee
  
  • Examples: Jury Duty, Working Out-of-Office, Appointment
• Comp-Time Time Off Types - When an employee works OT, those hours can be converted into Compensatory Time 

 

4. Add Accrual Rules - This is where the accrual rules will be configured for Deductible Time Off Types

 

5. Add Blackout Dates - Select a Blackout Set from the drop-down and click      to enable it

 

6. Click     to add the Time Off Policy

 

The Policy Plan will appear under Time Off Policies

 

To   Edit,    Archive, or  Duplicate Policy Plan , click    and select an option