How to add Time Off policy ?

Roles and Permissions:

Organization Owner/Manager:

• They can control Timeoff Policy setting of all members of organization.

Please refer following link for accessing Roles and Permission : https://support.workstatus.io/en/article/workstatus-roles-and-permissions-guide-zzkoo6/

Workstatus Time Off feature allows you to set policies that dictate the time off, or leave your team can take.

• Time Off policies
• Escalation
• Leave Request

Time Off policies

Step 1 :
To add a time off policy, first, you will need to navigate to the Settings option then click on Time off policies. Click on Add policy.

STEP 2:
Next, the Add new policy page will appear. You will be asked to fill in the following information:

• Policy Name: Write name of your policy .
• Department: When you add department in policy, department and team members of that department will be added automatically in your policy.
• Teams: When you add Team in policy, team members of that department will be added automatically in your policy.
• Members: You can select and deselect members from dropdown and also you can select all members at a time by checking select all members.
• Automatically add new members to the policy: Click on checkbox to automatically add new members of organisation.

Schedule of Accrual:

1. None - Nothing is added automatically. Remaining stays zero unless leave is adjusted some other way. There is no “give balance” action on this policy type.
2. Annual – Balance is not given when you create the policy. A member can show zero even though the maximum is 12.

Once a year, the yearly credit runs:

• Carry forward off: they receive the maximum as a fresh balance. What they already used is not carried into that new balance.
• Carry forward on: unused remaining is kept, and the maximum is added on top.

The same person is not credited twice on the same day.

3. Worked Hours – Balance is not given when you create the policy. It grows from time they actually worked, up to the maximum, when the hours-worked credit runs.

4. Policy joined Date - Balance is given as soon as you save, and again whenever you assign someone new.

If the maximum is 14, the member’s remaining becomes 14 at once (if they have not used any yet).

5. Monthly - Balance is not given when you create the policy.

On the monthly credit:

• They receive the “amount added each month”.
• The total cannot go above the year cap (the maximum).
• If they were added to the policy after the 15th of the month being credited, that month’s credit is half.
• If they were added after that month had already ended, that month is skipped.

The year cap and the monthly amount must both be greater than zero, and the monthly amount cannot be larger than the year cap. The form will not save a monthly policy that breaks those rules.

Maximum Accrual Amount – Here you would input a time-off credit balance (in hours or days, depending on the selected Leave Request Setting).

Allow negative balances: – This enables users to file a time off request even if their credit balance is “0.”
Balance rolls over annually: – This enables the remaining balance from the previous year’s time off credits to roll over to the following year.
Requires approval: – This requires each pending time off request to be approved by a manager/owner. If is saved as **YES ** ,Then Approval levels wil be enabled and you can add Team Lead Department Head or other members to approve time off of your employees.
Paid: – This configures the time-off credits as billable.
Skip: - When you check this box ,It will skip levels off approvals as mentioned .
Notify: - When you check this box ,Mail will be received when your employee will apply a time-off and when It will be approved from level 1 then level 2 member will recieve a mail for the same and so on.

Escalations :-

Control escalation timeoff-request. Enable the setting to Yes for your users so as to raise any escalation of the submitted leave

Leave Request :

• When you choose hours ,It will allow employees to apply leave in hours.
• When you choose Days ,It will allow employees to apply leave in half and full days .

Role : User
Step 1 : Go to Time off >> check the status of leave >> if it says submitted and no action has been taken , you may raise an escalation for it.
Once leave is approved, you cannot raise an escalation for it.

Step 2 : Click on 3 dots against the submitted request >> select escalation >> Provide Reason for escalation >> Click Submit.

To add time-Off please follow this link : https://support.workstatus.io/en/article/time-off-requests-pot3eq/

Updated on: 22/10/2026