Policy Plan Overview

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

 

Navigation: 

 

1. Select EasyTimeOff from the product menu

 

 

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

 

 

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