Configure Deductible Time Off Types in the Policy Plan
Overview
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
|
Setting |
Description |
|
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
|
Setting |
Description |
| 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 |
