The Time Off Policies tab allows you to pick from pre-existing policies based on your province or state.  You can also create create customized policies for:

• Sick Time
• Vacation
• Bereavement
• Jury Duty
• Other custom policies

To access the Time Off Policies, go to Administration - Time Off Settings:

To create a custom Time Off Policy:

Select the Create New Time Off Policy button on the right hand side of the window.

Enter:

• Name of the policy
• Region name
• Choose your country
• Whether you would like the time off to display in hours or days and enter a description if needed.

Select Save & Next to continue to the next step.

Once the Update Time Off Policy window appears, you can:

• Allow Employees to edit or delete submitted bookings.
• Specify what time off booking data you wish to collect.
• Allow Managers to adjust the employees’ PTO Ledgers.
• Choose whether or not the employees get paid for this time off.
• Choose a Rate Multiplier for the time off
• Choose a Pay Code for the time off.

Once Complete, select the Time Off Rules tab at the top of the window:

The Time Off Rules tab allows users to set up accruals.

• Specify if you want to use default time off rules, or select from a library. 
  
  • If you select from a library, you may select an existing rule and you will be presented with a sample accrual schedule.

• Choose how the time is accrued (Yearly, By Pay Period, Based on Hours Worked) and the accrual method.
• Choose how much time would be accrued and when the time would start accruing.
• Add Tenure Bonuses, if employees accrue more Paid Time Off based on tenure with the company.
  
  

Balances & Resets

You may

• Choose a balance limit for the Paid Time Off Policy.
• Allow a negative balance for the Paid Time Off Policy.
• Under Tenure Balance, select what day the employees’ Time Off balance would reset on each year.  Choices can include
  •  Yearly - you may set the specific date, and specify how many hours or percent of time that you will allow employees to roll over.
  • Quarterly - you may set the specific date, and specify how many hours or percent of time that you will allow employees to roll over.
  • Hire date - you may  specify how many hours or percent of time from the hire date that you will allow employees to roll over
  • Seniority date - you may  specify how many hours or percent of time from the hire date that you will allow employees to roll over.
  • None -this will result in balances not resetting.
• Choose if the employees are paid out for their balance for this Paid Time Off Policy once they leave the company.
  
• Under Termination, you may set the rules for what happens with unused time off hours.   They may be set to
  • Stop accruing and retain the balance or
  • Reset to zero, which removes any time off balances.

Additional Rules and Limits

• Choose a waiting period for new employees in regards to time off requests for this policy.
• Choose a minimum duration for the paid time off request for this policy (8 hours, 4 hours, etc.).
• Choose whether the time off accruals are prorated for new employees.
• Choose a blackout period for time off requests.
• Choose a starting policy for this time off policy (how many hours new employees will start off with).
  

 You will then be able view a preview of the accrual schedule.