Time Off Policy: Balance Tracked vs. Not Tracked

These settings define how your system manages time off, either by tracking accrued hours or allowing fixed time-off assignments without a balance.

Balance Tracked

Employees earn time off based on defined accrual rules. For example, they might accrue 1 hour of paid time off for every 40 hours worked. As hours accumulate, employees can submit requests against their available balance.

• Vacation
• Sick leave
• Other policies requiring hour-by-hour tracking

Balance Not Tracked

No accrual bank is maintained. Employees request time off in set increments, such as full days or half days, without drawing from a tracked balance.

• Jury duty
• Bereavement
• Floating holidays or one-time special leaves

General Settings

• Name and Code
• Balance Type (tracked or not)
• Paid or Unpaid Time Off designation

Requesting Time Off Settings

Employee Request Options

• Employees can request their own time off.
• Requests may be for full days, half days, or hourly blocks.

Validations

Control how and when requests are submitted.

Manager Overrides

Managers may override validations in special cases, such as long-tenured employees.

   Time Off Policies Overview                                   Time Off Policy Accrual Rules