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Set up and track your team's time off policies

Create, publish, and manage time off policies in Workstream, assign them to team members, and track balances in one place.

Manage your team’s time off policies in Workstream. Create policies for vacation, sick leave, and other types of leave, whether paid or unpaid. Then assign them to team members and track their balances in one place.

These articles will show you how to create, publish, and manage time off policies in Workstream:
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📌 Access needed: To set up and manage PTO policies, you need these permissions:

  • Manage time off policies

  • Manage time off assignments

  • Manage time off balances

If you don’t have these, ask your Super Admin for help.

Create and publish time off policies

Assign and manage time off policies

Manage your team's time off policies


​The "Time Off Policies" page in Admin View › Time Management › Time Off Policies. This is where you can publish and manage your time off policies.
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Frequently Asked Questions (FAQs)

Q: Can I use time off without Workstream Payroll?
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A: Yes, but with a limit. Time off doesn't require Workstream Payroll, however Paid leave policies need a payroll company for the tax entity. Unpaid leave policies don't.
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