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. From the Time Off Accrual section you can:

• Add new policies for time off accrual.
• Add caps to how many hours a user can accrue.
• Add milestones into your accrual policy.

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.
• In order to set up milestones each user needs to have a Start Date added to their user profile.

Create a time off accrual policy

1. Hover over , then select  Time Off 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 base accrual information into the boxes.
   (Optional): To limit the amount accrued, check the box and enter the max number of hours a user can accrue. Click Continue.
5. (Optional) Click Add a milestone to allow users with a certain tenure to accrue time off at a different rate.
6. (Optional) Enter the milestone information into the boxes, then click Done.
7. Verify your information, then click Continue to proceed.
8. Select the users that you want the policy to apply to, then click Continue.
9. Verify the users you selected, then click Enable Policy.

Edit 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  Time Off Settings.

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

Delete time off accrual policy

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

1. Hover over , then select  Time Off Settings.

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