To add a manual policy option, select the +New Policy button and click on the Manually Managed Policy link. From here, give the policy a name and determine the category the policy should belong to. Then, click Save.

When you create a time off policy, you will need to select which category the policy should belong to and add a policy name. If necessary, you can create a time off category by selecting  + Add Category instead of an existing time off category. See the screenshot below.

Clicking Next Step will take you to the Accrual Setup step.

1. Accrual Schedule: How much time off will your employees earn, and with what frequency? Once you have selected this, a calculated annual total will show to the side. For more information on each of the accrual options, click here.
2. Accrual Waiting Period: Consider when the employees will become eligible to begin earning time off. In this example, our employees start accruing time 2 weeks after their hire date.
3. Balance Cap: This setting is optional. Once the accrual amount reaches its maximum, the employees will not accrue any more time until the balance falls below the maximum.
4. Carryover Amount: Determine if time off can carry into the following year. If yes, how much?
5. Add Milestone: If your employees earn more time the longer they are employed, click + Add Tenure Milestone. This will allow you to add new accrual information that will apply based on how long they've been with your company.

1. Milestone Schedule: Enter when your employees will move to this milestone.
2. Accrual Amount: Enter the new amount they will be accruing. At this point in the setup process, you cannot edit the frequency. See this section for more information on editing.
3. Accrual Cap and Carryover: If these settings are different than the original accrual, you can enter that here.
4. Add Another Milestone: There is no limit to the number of milestones you can add.
5. Remove Milestone: If you need to delete a milestone you can click here. A modal will appear having you confirm the deletion.

1. Carryover Date: This section will allow you to choose if the carryover allowance takes place at the beginning of the year, on the employee's hire date, or on a specific date.
2. Carryover Expiration: This segment allows you to set an expiration date for an employee's carryover.
3. Reset negative balance: Checking this box will allow employees with a negative time off-balance to reset to 0 on the carryover date. This will apply to all accrual policy levels and is applicable in all carryover scenarios (None, Up to, and Unlimited).

Accrual options apply to all milestones within a time off policy:

1. Employees' first accrual: Do you want the employees assigned to this policy to receive the full amount or a prorated amount (if applicable) when the first accrual occurs? For example, if an employee got hired in the middle of the month, should they receive the full accrual or a prorated amount for how many days they worked that month?
2. Employees receive accrued time: Do your employees get their time off at the start or end of the accrual period? In the example above, my employees receive the accrual amount at the start of the accrual period, which is before they work that month (more information below).
3. Transition employees to new Milestones: This determines when the employees will move up to the next accrual milestone (more information below).

Clicking Next Step again will bring you to the Summary page. Here we will walk you through what this policy will look like. Click Next: Milestone [#] to see the breakdown of each milestone.

Once you are satisfied with the setup of your policy, click Save & Finish. This will take you back to the Time Off page in Settings.

When creating a time off policy, the Employees receive accrued time... setting will define the timing of the accrual. There are two options:

• At the start of the accrual period: Time off will deposit on the first day of the accrual period. Employees receive the accrual up-front before the accrual period has occurred.
• At the end of the accrual period: Time off will deposit on the day after the accrual period ends. This option essentially functions like a paycheck in that employees work for the accrual period and then are "paid" by having time added to their balances.

The examples above are for a monthly accrual frequency.  

This setting only applies if your policy has multiple milestones and pertains to when an employee should transfer from one milestone to the next: Right when they become eligible or At the end of the accrual period.

In the policy above, an employee will start accruing eight hours on the 1st of every month as of their hiring. After they have worked for one year, they will be eligible to accrue 10 hours monthly.

Since the employee's first employment anniversary will most likely be in the middle of the month, the milestone transition defines if the employee should start accruing at the next milestone right when they become eligible or wait until the current accrual period is over before increasing to the higher amount.

For example, let's say we have assigned this policy to an employee hired on April 8, 2019. If the milestone transition sets to:

• Right when they become eligible: The employee moves to the higher rate of accrual on their hire date anniversary (April 8, 2020). This particular employee will receive a partial accrual from the initial accrual (1.8 hours) on April 1, 2020, and a partial accrual from milestone 1 (7.74 hours) on April 8, 2020. This setting gives the employee a total of 9.54 hours during April, and they will start accruing at the higher full rate of 10 hours monthly in May.
• At the end of the accrual period: The employee moves to the higher rate at the beginning of the next accrual period (May 1, 2020). This particular employee will receive eight hours from the initial accrual on April 1, 2020, their anniversary month, and 10 hours from the milestone accrual on May 1, 2020. They will then continue to earn at the higher accrual rate moving forward.

If the policy carryover date is January 1st, you can make the changes ahead of time and choose to have them go into effect on a future date.

To update the policy, go to Settings > Time Off > click on the name of the policy you would like to edit > click Edit Policy. If you need to edit the initial accrual schedule or a milestone schedule, you will need to click Edit Schedule. Once you have made your changes, you can determine when those changes should go into effect. For example, if you are looking to change the accruals starting on January 1st of the upcoming year, you would select the Future Date option. Don't forget to save your changes!

To view previous version of your accruing time off policy, simply navigate to Time Off in Settings and select the policy name from the center column. Then click on the gear icon and select Policy Edit History. You can view the complete setup of the policy by clicking on the effective date or view a summary of the policy right on the preview page. You can also see who edited the policy, when it was edited, and the policy version's current status.

To duplicate a time off policy, click on the policy name in Time Off settings, click on the gear menu, and select Duplicate Policy. This action will take you to the policy creation page and automatically create a duplicate of the policy for you. You can then make any minor changes before saving the new policy.

If you are no longer using a time off policy, click on the policy name in Time Off settings, click the gear menu, and select Delete Policy.

If the policy has any assigned employees, you will see a warning in the pop-up box. Type DELETE to confirm the policy deletion.

Any employees assigned to the policy will have the policy removed from their view.