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Set up the time off policy details

Create a time off policy in Admin View by selecting type, naming it, adding details, setting a start date, and publishing to apply.

Updated over a month ago

When creating a PTO policy, you'll need to select a policy type (Paid Time Off or Paid Sick Leave), provide a name and description, and set the effective start date. Here's how to do it:

  1. In Admin View, select Time Off Policies.

  2. Select Publish policy in the upper-right corner to open the setup window.

    Going to the PTO page

  3. Select the policy type: Paid time off or Paid sick leave.

  4. Enter the policy name.

  5. (Optional) Add a policy description.

  6. Enter the effective start date for this policy.

  7. Select Next in the upper-right corner to proceed to the next step.

    Creating sick leave policy
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