Articles on: Features

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

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