Time Off Policies
A variety of time off policies can be setup, such as for PTO, sick days, etc. Definitions can be setup for each policy for accrual hours and accrual period:
The carryover settings for a policy define the number of hours that carries over from one year to the next.
- No Carryover type means that an employee’s entire balance at the end of that PTO cycle will be forfeited.
- Limited Carryover type allows defining the limit of hours that carries over from one year to the next.
- Unlimited Carryover type means that an employee’s entire balance carries over from one year to the next.
Time Off Balance
An employee can have a set of different Time Off Policies and can monitor their actual and forecast balance for each policy.
The balance is adjusted when an employee logs time to a Time Off ticket related to a policy that decreases an employee's balance per the policy.
Metric allows one to manually change the Time Off balance of an employee when processing an off-cycle or bonus payroll.