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Time Off Policies Overview
How to Add a Policy Plan to set the baseline rules for EasyTimeOff
EasyTimeOff is required to access Time Off Policies
Time Off Configurations must be added before reviewing Time Off Policies
Table of Contents |
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
Configuration
1. Enter the General Information
Plan Name | Display name of the Policy Plan |
Description | Description of the plan (Optional) |
Effective From | Select a date from which the policy plan will go into effect |
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
If employees(s) are assigned to 2 Time Off Policies, the newest Time Off Policy will take priority. If the plan is effective in the future, that plan will take priority at the Policy Start Date.
3. Configure the Time Off Types
To add additional time off types, see How to Add 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