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# Time-Off Policy setting


### 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** 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/f3e4eb6758a66800/t1_11bc2f0.png)

##### ![](https://storage.crisp.chat/users/helpdesk/website/f3e4eb6758a66800/t2_p4t2sb.png)

For new organisations, default policy will not be there.

![](https://storage.crisp.chat/users/helpdesk/website/f3e4eb6758a66800/c12_1f0sqrf.png)

**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 will 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 receive a mail for the same and so on.

##### ![](https://storage.crisp.chat/users/helpdesk/website/f3e4eb6758a66800/image_10gtrm8.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/f3e4eb6758a66800/image_1ka712z.png)

### Leave Request :

* When you choose hours ,It will allow employees to apply leave in hours .

###### ![](https://storage.crisp.chat/users/helpdesk/website/f3e4eb6758a66800/image_141ty0.png)

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

###### ![](https://storage.crisp.chat/users/helpdesk/website/f3e4eb6758a66800/image_anxeju.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.

###### ![](https://storage.crisp.chat/users/helpdesk/website/f3e4eb6758a66800/image_1sjwmdo.png)

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

###### ![](https://storage.crisp.chat/users/helpdesk/website/f3e4eb6758a66800/image_1pk0xt3.png)

###### ![](https://storage.crisp.chat/users/helpdesk/website/f3e4eb6758a66800/image_1f9sk66.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/f3e4eb6758a66800/image_1ivziqi.png)

**Note:** To add time-Off folloe this link : https://support.workstatus.io/en/article/time-off-requests-pot3eq/