Set Up Time Off Types

You can create and manage different time-off types to fit your company’s policies. These types define how employees request and track their time off, such as vacation, sick days, or jury duty.

Add a new time-off type

1. Go to Global Settings > Time Off > Time Off Types.

2. Click the three dots > Add.

3. Enter the details for the new time-off type:    

   • Name: The name of the time-off type (e.g., Vacation, Jury Duty).

   • Code: A unique identifier for reporting and tracking.

   • Balance Type: Select how the hours will be handled.

     • Balance is tracked: Employees have a set number of hours (e.g., vacation, sick) that are deducted with each use.

     • Balance is not tracked: Employees have no set number of hours (e.g., jury duty, appointments).

     • Unawarded hours: Employees are eligible for hours but have not yet received or used them.

     • Comp Time Off: Overtime hours can be converted into paid time off as compensatory time.

   • Description: (Optional) Add details about when and how this time-off type is used.

4. Click Save.
   

5. Once saved, the new time-off type appears in the Time Off Types list. From here, you can add more types, edit existing ones, or archive them if no longer needed.
   

If you have questions, please call us at (888) 783-1493, email [email protected], or submit a ticket.