Policy Plan
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      3. Policy Plan

      Time Off Policies Overview

      Time Off is required to access Time Off Policies.

      Time Off Configurations must be added before reviewing Time Off Policies.


      WorkEasy software allows you to define different policy rules for various employee groups (e.g., full-time versus part-time employees, exempt versus non-exempt). Furthermore, you can use the software to integrate the policy directly into our time and attendance system, automating aspects like leave requests, approvals, and accrual tracking. Finally, you can use the software's reporting features to monitor policy usage and identify areas for potential improvement or adjustment. This ensures your policy is legally sound and effectively supports your employees and operational needs.

      Here, you will find some examples of selections based on this company's time-off policy. 
      1. First, we need to create the policy.
      2. We then enter a policy name and a description and select a date when it will become effective.
      3. Next, we define who is covered by the policy.
      4. Next, we select a time-off type (or types) to define the various parameters.
      5. We then click Save.
      • If employees are assigned two time-off policies, the newest one will be prioritized.
      • If the plan is effective in the future, it will be prioritized at the Policy Start Date.

      All active policies will be displayed under Policies. We can edit, duplicate, or archive them. Deleting a policy is not allowed.

      The following links provide detailed instructions: 

      • Adding Additional Time Off Types 
      • Balance is Tracked: Employees have a bank of hours per policy-plan period. The requests made are deducted from the employee’s time off balance. Examples: Vacation, Sick Days, Personal Days
      • Balance is Not Tracked: No bank of hours is available for the employees. Examples: Jury Duty, Working Out-of-Office, Appointment
      • Compensatory Time: When an employee works overtime, those hours can be converted into Compensatory Time. 
      • Accrual Rules is where the accrual rules will be configured for Deductible Time Off Types.
      • Blackout Dates: Employees are not allowed to take time off.