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Set up and track your team's time off policies

Updated over a month ago

Paid time off (PTO) includes paid leave like vacation days, sick leave, and other time off employees can take.

These articles will show you how to create, publish, and manage Paid Time Off (PTO) policies in Workstream:

Create and publish time off policies

Assign and manage time off policies

Manage your team's time off policies

📌 Access needed: To set up and manage PTO policies, you need certain permissions in your "Time Off Management" settings:

  • Manage Time Off Policies

  • Manage Time Off Assignments

  • Manage Time Off Balances

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


The "Time Off Policies" page in admin view. This is where you can publish and manage your time off policies.


Track time off history and policy changes

The Time Off tab in the employee profile shows an employee’s current time-off balance and a detailed history of all adjustments, like time taken, accruals, or manual changes.

Time Off Policies History

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