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Create a New Time Off Policy

Metric Support
Updated

Permissions Needed: View Organization Time Off Policies and Edit Organization Time Off Policies

A variety of time off policies can be created, such as paid time off (PTO), sick days, etc.

  1. Select Settings from the left-side menu.

  2. Open Time Off Policies.

  3. Click the +NEW POLICY button.

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  4. Input the Name (required) of the new policy and a Description (optional).

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  5. Set the Accrual settings:

    • Accrual Hours defines the number of time-off hours accrued each period.

    • Accrual Period can be selected from the following list:

      • Daily
      • Weekly
      • Monthly
      • Quarterly
      • Annual

    • Accrual Date defines when the hours are accrued, such as on the first day or last day of the Accrual Period.

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  6. Select a Carryover Type from the following list:

    • No Carryover means that an employee’s entire balance at the end of that PTO cycle will be forfeited.
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    • Limited allows you to define the maximum number of hours that can be carried over from one year to the next.
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    • Unlimited means that an employee’s entire time off balance can be carried over from one year to the next.
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  7. Click the Save button.

The next step is to link this policy to time-off tickets and employees.