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.
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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.