Policy Plan

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


Policy Plan Start Date Define the start date of Policy Plan
Plan Name Display name of the Policy Plan
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

 

           

 

If employees(s) are assigned to 2 Policy Plans, the newest Policy Plan will take priority. If the plan is effective in the future, that plan will take priority at the Policy Start Date.

 

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