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.
3 articles
- 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.