There are two main steps to setting up time off policies in your system:

Step 1:
Define policy settings for each time off type your organization uses at the system level. Note that, the system-level policies will be assigned to all new users (or Allowed) by default, therefore, define your most common settings in these policies so you'll have fewer customizations to make to individual user profiles later.

  • Login with administrative privileges
  • Select Administration from the top menu, and then select Time off Setup.
  • Click on Time off Types from the side menu.
  • Select Add to create a new time off type, or click the edit button to edit an existing type.
  • Enter the default Time Off policy and click Save.

Step 2:
Add new users, and customize their time off types in user profiles

  • Login with administrative privileges
  • Select Administration from the top menu, and then select Shortcuts > Users from the side menu.
  • Select Add.
  • Select the Time Off tab.
  • Uncheck the Allowed check box for any time off types that you don't want that employee to use.
  • Customize the user's Allowed policies, as required, and click Save.