To assign a time off policy for an employee, use the following steps.
Select Administration - Employees from the left navigation, and select the individual employee to which you wish to assign a policy:
Next, select the Time & Attendance tab, select Time Off from the navigation bar, and select Assign New Time Off Policy.
A popup window will appear. Select the Time Off Type from the dropdown menu that has been built into the system.
Set the Starting Balance and the Policy Effective Date.
You may bring over a balance from another system. If you are doing so, you will want to choose the effective date as the end of that pay period.
For example, If the pay period ends on the August 27, and the employee has a balance as of that day 100 hours, add a balance of 100 hours with an effective date of August 27.
Select Save. The policy should show under Time Off Policies Assigned.
You may set the Time off Balance Settings just below this on the screen.
Click on the edit icon on the right.
Define:
- Schedule Type
- Standard work week
- Whether to deduct hours for bookings on holidays
- The start/end time of a standard workday.
- The duration of the day