Where certain employees need unique rules for time off you can create a Custom time away policy. This policy will allow you to set time off rules that apply just to this user.
Creating a Custom Time away policy
To create a custom policy go to the employee's Manage time away screen. There on the Days taken card select Update policy. Here you can select Custom policy and be prompted to Create custom policy.
When you select Create custom policy the policy builder window will appear. As with other policies you can configure the paid time off allowance, select the available booking types, configure their settings and add public holiday calendars and balance settings.
Using custom policies can help manage employees with
Different PTO year starts (eg. their hire date)
Need to have a different public holiday calendar than standard policy holders
Have specific leave types that need to be available that are not relevant to other employees
Once you have configured your policy settings click Save and you will return to the Change policy window. Here set the correct effective date for your policy and click Save. Now your custom policy will be applied.
