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Set up and track your team's time off policies

Updated over 3 weeks ago

Manage your team’s time off policies in Workstream. Create policies for vacation, sick leave, and other types of leave, whether paid or unpaid. Then assign them to team members and track their balances in one place.

These articles will show you how to create, publish, and manage time off policies in Workstream:

📌 Access needed: To set up and manage PTO policies, you need certain permissions in your "Time Off Management" settings:

  • Manage Time Off Policies

  • Manage Time Off Assignments

  • Manage Time Off Balances

If you don’t have these, ask your Super Admin for help.

Create and publish time off policies

Assign and manage time off policies

Manage your team's time off policies


The "Time Off Policies" page in Admin View. This is where you can publish and manage your time off policies.

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