Policies
Creating a Time-Off Policy
To create a new time-off policy:
Navigate to Settings > Time off Policies.
Click on Add Policy.
Select the policy type, enter a policy name, choose the Accrual/Allowance time frame and set the Total Allowance
Choose "Unlimited" for no cap on time off.
Choose "Limited" and specify the number of days/hours allowed
Assign contractors to the policy on step 2. You can also choose to automatically assign new contractors to the policy.
Save the policy.
Editing a Policy and Adding Contractors to a Policy
To add contractors to a time-off policy:
Select the required policy.
Click on Edit Policy.
Make the necessary changes to policy details or Choose the contractors you want to add to the policy.
Optional: Enable "Automatically add new contractors" to include future hires.
Save your changes.
Time Offs
Creating a Time-Off Request (Admins)
To submit a time-off request:
Navigate to Contractors > Time Off under the Payroll tab.
Click on Add Time Off.
If applicable, select the contract (for contractors with multiple contracts).
Choose the relevant policy from the dropdown menu.
Enter the date range for the time off.
Provide a brief description of the time off.
The system will:
Check for existing or overlapping time-off requests.
Verify that the request length is within policy limits.
Display the total number of days and working days in the request.
Submit the request and approve it.
Creating a Time-Off Request (Contractors)
To submit a time-off request:
Navigate to Time Off under the Payroll tab
Click on Add Time Off
Choose the relevant policy from the dropdown menu.
Enter the date range for the time off.
Provide a brief description of the time off and submit it for approval
Once approved, the time off will be marked as Approved.
You can also see the current PTO balance and usage history.
Approving Time-Off Requests
For managers or admins to approve time-off requests:
You'll see pending time off requests under Overview tab under Contractors.
Review the details of each request.
Click "Approve" or "Deny" based on your decision.
Viewing Remaining Time Off
Admins can view a contractor's PTO balance and usage history from the contractor profile.
Statuses for Time Off
When a time off is request and ready for approval, it is marked as "Pending Review"
When a time off is approved it is marked as "Approved"
When a time off is cancelled it is marked as "Canceled"
If an approved time off period has ended it is marked as "Used"
Note: Only admins can cancel a time off request that has already been approved/used.