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

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