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Employee Time Off

The Time Off tab in an employee’s profile lets you associate time off policies, set opening balances, and track accrued balances for sick and vacation time off. Before you can associate time off with an employee, you must first configure your organization’s time off policies in Settings.

Associate Time Off With an Employee

Once your organization’s time off policies are configured and enabled, you can associate them with individual employees.

  1. Click Employees in the left sidebar.
  2. Click an employee’s name to open their profile.
  3. Navigate to the Time Off tab.
  4. Click + Sick Time Off or + Vacation Time Off.

Time Off tab in employee profile showing Sick Time Off and Vacation Time Off buttons

  1. In the popup that appears, select the time off policy from the Select Time Off dropdown.

Select a Time Off to associate it to the employee

  1. Enter the Opening Balance for the employee.
  2. Review the Accrual Basis section, which displays the effective date and accrual frequency based on the organization-level policy configuration.
  3. Click Associate.

Associate Time Off to the employee

The time off policy will be associated with the employee, and their balance will accrue based on the configured accrual method.

Note: If you have created multiple time off policies under the same category (for example, two Sick policies), the Select Time Off dropdown will list all available policies for that category.

View Time Off Balance

The Time Off tab displays the employee’s time off balance for each associated policy. Each policy card shows the following details:

FieldDescription
Accrual MethodHow time off hours are accumulated (for example, Yearly).
Accrual RateThe number of hours accrued per period (for example, 18:00 hours every yearly).
Maximum BalanceThe maximum number of hours the employee can accumulate.

Time Off tab showing associated Sick and Vacation policies with accrual details

Use the Filter dropdown in the top right corner to view balances as of today or for a specific calendar year.

Filter dropdown on Time Off tab showing As Of Today and year options

Override Time Off Balance

If you need to manually adjust an employee’s time off balance (for example, to correct an error or account for time off carried over from a previous system), you can override the balance.

  1. Click Employees in the left sidebar.
  2. Click the employee’s name to open their profile.
  3. Navigate to the Time Off tab.
  4. Click Override Balance next to the time off policy you want to update.

Override Time Off Balance

  1. In the Update Time Off Balance dialog, enter the Effective Date from which the new balance should apply.
  2. Enter the New Balance in hours.
  3. Review the Accrual Basis section to confirm the current accrual settings.
  4. Click Save.

Provide new time off details and click Save to Override Time Off Balance

The employee’s time off balance will be updated to the new value from the specified effective date.

Remove Time Off From an Employee

You can remove a time off policy that is no longer applicable to an employee.

  1. Click Employees in the left sidebar.
  2. Click the employee’s name to open their profile.
  3. Navigate to the Time Off tab.
  4. Click More next to the time off policy you want to remove.
  5. Select Remove.

More dropdown showing Remove option on a time off policy

The time off policy will be removed from the employee’s profile.

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