Policy Plan

Policy Plan: Deductible Time Off Types

Configure Deductible Time Off Types in the Policy Plan



Deductible Time Off Types are a form of Paid Time Off where employees have a bank of hours subject to a set of accrual rules. For example, an employee could accrue 1 hour of paid time off for every 40 hours worked. As the paid time off accrues, or adds up, employees can submit requests to use this time off. 

1. General Information


General Information about the selected Time Off Type 



2. Allow to cash out balance 


Setting Description
Allow employees to submit cash out requests  Gives employees the ability to submit cash out requests
Max total cash out hours per policy period Max hours an employee cash out per policy period
Max cash out request count per policy period Max number of requests an employee can submit per policy period


3. Allow Negative Hours




Allow Negative Hours

Allows employees to have a negative Time Off balance

Yes - Employees can have a negative balance up to the specified # of hours. If no hours are entered, the negative balance can be unlimited. 

No - Employees cannot have a negative balance


4. Allow to Accrue Hours



Allow to Accrue Hours

Yes - Employees can accrue hours based on time or hours worked

No - Employees cannot accrue hours

Decimal Places # of decimal places e.g. 3 = .001
Starts On

Policy Start - The Policy Plan start date

Hire Date - The Hire Date entered when employees are imported/added


5. Request Validations 


Setting Description
Allow Employee Request

Yes - Employees can request to take time off with this Time Off Type through the My Portal section

No - Employees cannot request to take time off with this Time Off Type through the My Portal section

Must be booked _ days in advance Requires that an employee request time off more than _ days in advance. If the request is less than _ days in advance, it can not be submitted. 
Max taken per policy period (hours) The maximum hours an employee can take per policy period. If the request results in an overage, the request can not be submitted.

Time off requests can be:


Full Day  -  8 hours by default

Half Day  - 4 hours by default

Hours -  Provides employee or manager the ability to specify the amount of hours when requesting time off

To set the Full Day and Half Day hours, see How to Set the Worked Hours Definition 

New hires wait _ before requesting time off Sets a waiting period before an employee is able to request time off for the first time after their hire date


6. Pool hours with....



This setting is hidden by default. To enable this setting, see How to Enable Pooled Hours


Setting Description
+ Add / Remove

Click to select the Deductible Time Off Types that will be pooled with this Time Off Type

e.g. pool the vacation and sick time off types with FMLA so that employees can take their paid time off before taking unpaid FMLA

Enforce priority sequence above

If Yes - Must exhaust all time off balances in the order listed

If No - The pool types can be taken in any order

Must first use pooled time off types

If Yes - Must exhaust all pooled time off balances before this time off type can be taken

If No - Requests can be made for this time off type without having to exhaust all of the pooled time off type balances


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