Configuring Time-Off Policies

Time-off policies define leave allowances, approval requirements, and rules for your team.

Accessing Policies

1. Go to Team > Staff > Time-Off
2. Click the Policies tab
3. View and manage all policies

Creating a Policy

Step 1: Basic Information

• Name - Policy name (e.g., "Full-Time Staff", "Part-Time")
• Description - What this policy covers
• Default - Make this the default for new staff

Step 2: Leave Allowances

Set annual allowances for each type:

• Vacation Days - Paid holiday allowance
• Sick Days - Sick leave allowance
• Personal Days - Personal time allowance

Step 3: Rollover Settings

Configure year-end rollover:

• Enable Rollover - Allow unused days to carry over
• Max Rollover Days - Limit on days that roll over

Step 4: Approval Settings

• Requires Approval - Toggle approval workflow
• Auto-Approve Types - Select types that auto-approve
• Minimum Notice Days - Days in advance required

Assigning Policies

To Individual Staff

1. Go to Team > Staff
2. Edit staff member
3. Select policy in Time-Off section
4. Set effective date

Bulk Assignment

1. In Policies tab, click policy
2. Click Assign Staff
3. Select multiple staff members
4. Set effective date

Policy Examples

Standard Full-Time

• 20 vacation days
• 10 sick days
• 3 personal days
• Rollover: Max 5 days

Part-Time (20 hours)

• 10 vacation days
• 5 sick days
• 2 personal days
• No rollover

Senior Staff

• 25 vacation days
• 10 sick days
• 5 personal days
• Rollover: Max 10 days

Tips

• Create separate policies for different employment types
• Review and update policies annually
• Consider local labor laws for minimum requirements
• Document policy changes for compliance