How to do settings for Time-Off Policies ?

Time-Off Policy setting

Roles and Permissions:

Organisation Owner/Manager:

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

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 .

Select Time Off policies under Schedules & Time Off.

Click on Add policy.

STEP 2

Next, the Add new policy dialog box 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 addTeam 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.

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

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

Maximum Accrued Amount (Only available on annual accrual policies) – Here you would input a time-off credit balance each team member is eligible to receive at the start of every year.

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.

Role : Organization Manager

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

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.

Click on 3 dots against the submitted request (1) >> select escalation(2) >> Enter reason >> Click Submit

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.

Updated on: 05/05/2025