Link a Time Off Policy to a Task

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

Calculating the time off balance requires linking the time off policies to tasks.

1. Select Projects from the left-side menu.
   
   
2. Select the time off project (a project with the internal time off billing type).
   
   
3. Open the Tasks section.
   
   
4. Open a task.
   
   
5. Open the Billing section.
   
   
6. Select Internal > Time Off billing type.
   
   
7. Select Time Off Policies from the list. If the list is empty, you will need to first create a policy.
   
   
8. Click the Save button.

One task can be associated with multiple time off policies, and one policy can be associated with multiple tasks. Each time an employee logs time to a task that is linked to a policy, the time off balance of that time off policy for the employee will be reduced for the amount of time logged (see more details about Employee Time Off Policies).