Summary:
Time off policies define how much time off the user is allowed to take for each time off type. You can create, edit, allow (enable), or view the user's time off policies using the Time Off tab of the Add/Edit User(s) page. All existing, enabled time off types display on this tab, listed under two categories:

  • Banked Time: Users accumulate time off against these time off types by banking overtime hours they work.
  • Accruals: Users accumulate time off against these time off types by accruing time off based on a schedule you set.

Solution:
When you create a new user, the default time off settings you defined at the system level for each time off type will display on the Time Off tab of the Add/Edit User page.
To access default time off settings, you will need to open the List Time Off Types page as given below.

  • Select Administration from the top menu.
  • Select Time Off Setup > Time Off Types from the side menu.
  • To add a new time off type, select the Add button and to edit a time off type, select its Edit icon. The Add/Edit Time off Type page displays.
  • Complete or edit the time off type's default settings that will be applied to new users, as desired.
  • Select Save. Or, select Cancel to discard your changes.

All enabled time off types in your system will be 'allowed' for that user by default.

  • Select Administration from the top menu.
  • Select Shortcuts > Users from the side menu.
  • Click the Edit icon next to the user you want to edit (or select Add if you are adding a new user).
  • Select the Time Off tab.
  • Enable the Allowed check box for the Time Off type that you want user to have access to. If Allowed is disabled, that time off type will not be visible to the user.
  • When you have completed all changes to the user's profile, select Save.

Note: If you want to disallow a time off type for all users, disable the type at the system level.