Coming soon: Time off setup

policy types choose the type of leave allocation based on your organization’s leave structure unlimited allocation there is no limit to how many days employees can request a year upfront allocation employees are granted their full annual entitlement at the start of the policy year limited fixed number of days or hours per year accrual based time off accrues over time, according to the schedule you define monthly accrual applied once per month select the day of the month when leave will post biweekly accrual applied every two weeks select the first payroll date to determine the accrual cycle start weekly accrual applied every week select the start date for the accrual year semi monthly accrual applied twice per month options 1st & 15th or 15th & last day of month policy configuration these settings define how the policy is calculated, applied, and administered setting description policy effective date date when the policy becomes active all new accruals and balances start from this date prorated start date adjusts initial leave balances for employees who join mid year rounding rules determines handling of partial days • no rounding • round up to next full day • round 0 5 up, below 0 5 down • round to nearest half day (applies to partial day requests) delayed accrual start sets a waiting period before employees begin earning time off accruals will start after the specified number of days from the employee’s hire or eligibility date accrual cap defines the maximum balance an employee can accumulate once the cap is reached, accruals pause until the employee uses time off and their balance drops below the limit eligibility / applies to define which employees or employee groups the policy applies to carryover specify whether unused leave carries over to the next policy year carryover limit maximum amount of leave that can carry over expiration / use it by date set the month and day when carryover expires (next policy year) request rules configure how employees submit requests and how approvals are managed setting options / description maximum consecutive days limit on the number of days an employee can request in a single submission allow negative balance enable employees to take leave even if their balance is insufficient partial day requests allows employees to request part of a day off, by the smallest increment • half day • 2 hours • 1 hour activation & communication set the policy effective date carefully define when the policy goes live to avoid confusion about balances or accruals verify balances and accruals for accrual based policies, confirm starting balances, proration, and carryover limits communicate policy to employees see enablement examples audit the setup confirm that accrual schedules, rounding rules, and request limits are correctly applied for all eligible employees ✅ best practices for hr admins set rounding rules to match payroll for consistency test the policy configuration with a pilot group before organization wide rollout