Time Off
Easily manage time off policies and provide time off balances on worker pay stubs.
8 articles
Create and publish time off policies
Create a PTO policy in Workstream by setting its name, type, and rules for how employees earn and use their time off.
Set up the time off policy detailsCreate a time off policy in Admin View by selecting type, naming it, adding details, setting a start date, and publishing to apply.
Set up accrual settings in your time off policiesSet PTO accruals by length of employment or hours worked. Define rates, milestones, waiting periods, and caps to manage balances.
Define carryover limits in your time off policiesSet PTO carryover rules by choosing a limit or allowing all hours. Define reset dates, confirm compliance, and save to finalize.
Assign and manage time off policies
Assign time off policies in Workstream and adjust balances for multiple employees by adding, updating, or changing policies as needed.
Add employees to a time off policyAssign employees to PTO policies in Admin View by searching, filtering, and selecting them.
Edit time off balances or remove employeesIn Admin View, manage PTO by selecting employees, then use bulk actions to edit balances or unassign them from a policy.
Edit or deactivate a time off policyIn Admin View, edit policy details or deactivate a time off policy to stop accruals for all employees, with the option to reactivate later.
Manage your team's time off policies
Assign time off policies and adjust balances from an employee’s profile, while reviewing history and tracking updates under Time Off.
Assign a time off policy to a team memberAssign multiple time off policies by opening a team member’s profile, going to the Time Off tab, and selecting Add policy.
Adjust a team member's time off balanceAdjust time off balances to correct hours, carry over time, or pay out at termination. Choose Sick Leave, Balance Adjustment, or Payout.