> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://support.workstatus.io/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# How to Add Time Off Policy?


# 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 on the left of the dashboard then click on its subheading **Features** and select **Time Off**.
Click on **Add  policy**. 


###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_1fqy9t.png)

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_oxk2m0.png)

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

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_kx08n0.png)

* **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 toggle button to automatically add new members of organisation.

**Schedule of Accrual:**
   
1. None
2. Annual – Balances are added at the start of each year

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_17shtlo.png)

3. Worked Hours – Allows you to add a custom number of hours of time off earned for every hour each member worked.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_1vrs31i.png)

4. Policy joined Date - Balances are added at the date of joining policy.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_1h1ad6v.png)

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

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_zm53wn.png)

**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.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_h7veev.png)

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_lisug0.png)

### Escalations

Control escalation timeoff-request.

Role : Organization Manager

Enable the setting to ** Yes** for your users so as to raise any escalation of the submitted leave

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_1t35wi6.png)

### 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 .

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_71lc9r.png)

Role : User
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.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_1gmhv1b.png)

Click on  3 dots against the submitted request (1) >> select escalation(2)  >> Provide Reason for escalation >> Click Submit.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_1bwtat2.png)

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_1apyzfo.png)

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_2z71f6.png)

Your escalation is successfully submitted and mail is being sent to Organization owner(screenshot shared below) to notify him to take action on your request.

###### ![](https://storage.crisp.chat/users/helpdesk/website/-/f/3/e/4/f3e4eb6758a66800/image_1actqan.png)

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