Policy Plan Overview

How to Add a Policy Plan to set the baseline rules for EasyTimeOff

EasyTimeOff is required for the following instructions:

 

Navigation: 

 

1. Select EasyTimeOff from the product menu

 

Image from Gyazo

 

2. Select   Policy Plans from the Left Nav

 

 

3. Click  

 

 

4. Enter the General Information

  • Effective Start Date (When is the Policy Plan start date?) 
  • Plan Name
  • Description (optional)

 

 

5. Assign a scope to the Policy Plan

 

Select the scope the Policy Plan will be applied to: 

 

   Company - Applies to every employee within the company (default) 

   Organization Group - Applies to  one or more Groups

   Employee Fields - Apply to specific Employee Fields

 

 

Use the   Summary Indicator to see how many employees are within the scope

 

           

 

6. Configure the Time Off Types

 

To add additional time off types, see How to Add Time Off Types

 

Select a link below for specific instructions: 

  • FMLA
  • Deductible Time Off Types - Employee has a bank of hours per Policy Plan period
    • Requests made deduct from the employee’s time off balance
    • Examples: Vacation, Sick Days, Personal Days
  • Non-Deductible Time Off Types - No bank of hours for employee
    • Examples: Jury Duty, Working Out-of-Office, Appointment
  • Comp-Time Time Off Types - When an employee works OT, those hours can be converted into Compensatory Time 

 

7. Accrual Rules - This is where the accrual rules will be configured for Deductible Time Off Types

 

8. Blackout Dates - Select a Blackout Set from the drop-down and click      to enable it

 

 

9. Click     to add the Policy Plan 

 

The Policy Plan will appear under Policy Plans

 

 

To  Edit or    Archive a Policy Plan , click    and select an option