A time off policy for a fixed amount of paid time off limits the number of hours employees can earn and take off per calendar.
This kind of policy can also determine:
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Whether the employee will receive all of their hours at the beginning of the year or on the anniversary of their hiring date.
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How long it takes to accrue hours for time off.
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How many hours they can accrue per calendar year.
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How many unused hours they can carry over to the following year.
After a time off policy have been created, employees can submit time off requests, and you will be able to approve or deny them.
Prerequisites: This feature requires Vagaro Payroll and is available only to businesses in the US.
To add a policy for a fixed amount of time off:
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Go to Time Off Policy.
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On a Phone: Go to → → → .
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On the Web, Tablet, or Pay Desk: Go to → → .
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Select + Add Time Off Policy.
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Under the Policy Details heading, provide the following information:
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Name of Policy: The name of the time off policy or a brief description of it.
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Type of Time Off Policy: Whether the time off policy is for employees to request Sick Leave to address their health or Paid Time Off (for example, a day off or vacation).
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Is there a limit to how much time employees can take off: Select Limited.
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Under the Accrual details heading, provide the following information:
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How do your employees earn time off?: Select Hourly.
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Do employees earn time off based on hours that they have worked or on all hours they have been paid?: Select whether they will earn time off based on Hours Worked Only or All Hours Paid.
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Should overtime hours be counted towards time off accrual?: Select whether to include or exclude overtime hours.
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How do employees earn time off?: Select Fixed.
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Total Per Calendar Year?: The number of hours for this time off type that an employee can earn each year.
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How often will your employees receive their hours?: Whether employees earn hours for this time off type proportionally Throughout the Year in Pay Periods or All at Once at the Beginning of the Year or on Each Anniversary Date.
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Select Continue.
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Enter the Max Hours Earned Per Year, after which employees will stop accruing hours until the next calendar year.
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At Are employees limited to the number of hours they can carry over year to year?, select whether employees are allowed to carry over some or none of their unused time off hours. If you select Yes, there’s a limit, also enter the Max Carryover hours.
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Add employees to this time off policy.
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Select + Add Employees.
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In the Add Employees To Payroll popup, select the employees to add to payroll.
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Select Continue.
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Enter the time off Balance in hours that employees should currently have.
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Select Finish.
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