Overview

Time accrual policies enable your employees to earn time off based on how much they work. They can submit time off requests that are then automatically deducted from their earned time.

Check out Edit Time Off Balances for Users if you are an admin or manager and need to make adjustments to a time off balance.

Considerations

• You must have attendance and/or Payroll to use time off accruals.
• You can choose to add Holiday, Personal, Sick Time, or custom time off types.

Create a basic time off accrual policy

1. Hover over , then select  General Settings.

2. Scroll down to Time Off Accrual, then click + Create a new accrual policy.
3. Enter a policy name and select a time off type from the drop down menu, then click Continue.
4. Enter the required accrual information into the boxes, then click Continue.
5. Select the users that you want the policy to apply to, then click Create Policy.

Edit basic time off accrual policy

You can edit a time off accrual policy if you need to make adjustments after creation.

1. Hover over , then select  General Settings.

2. Scroll down to Time Off Accrual, then click .
   
3. From here you can edit the name of the policy, accrual rate, and the users that are part of the policy. Follow the prompts them click Update Policy to finish.

Delete basic time off accrual policy

You can delete a time off accrual policy if it’s no longer needed.

1. Hover over , then select  General Settings.

2. Scroll down to Time Off Accrual, then click .
3. Click Delete when prompted to finish.