Step 4 - Setup Leave Programs

You can have many Leave Programs. Generally, a company will have one, two or three. In this step, we are going to configure each desired Leave Type within the program. Each Leave Type gets the "formula" (Leave Type Policy) attached to it within that program. From the Dashboard, click on Step 4: Setup Leave Programs, and you will see that your first Leave Program setup has been started for you! 

For our example, Company D has only one type of Leave Program. We get 10 vacation days per year, and it accrues at the beginning of each month. If we don't use the time, it rolls over to the next year. Here is how we would set it up:

Click the blue "Edit" button on Program A that has been setup for you. On this screen, you will have the ability to customize the program name. Click the "edit" icon next to the Program A name:

This will display a box where you can change the Leave Type name to whatever you choose. We will rename ours "Company-wide Program." Type the name in the box and click Save.

Now, there a series of easy questions that you need to answer to configure the program to your company's exact specifications. First we will complete the Leave Type Vacation.

Choose Yes or No - Enable the Leave Type Vacation in this Leave Program? If set to Yes, this Leave Type will be available to the employees which have this Leave Program assigned. Choose No if your company's Leave Policy does NOT offer Vacation days.

Choose Yes or No - Automatically approve Vacation Time Off Requests? If set to Yes, employee Vacation Time Off requests will be automatically approved. Choose No if you want a manager to have to approve requests.

Choose Yes or No - Should the system automatically calculate accruals and update the employee's Vacation Leave Type? If set to Yes, accruals will be calculated and tracked for this Leave Type. If set to no, employees can use time but accruals will not be calculated.

What are the total number of days/hours that the employee accrues in a year? Our Company D has 10 vacation days a year, so we will input 10 Days.

How often does the employee accrue time from the yearly total? Click on the arrows to see a drop down box that you can choose from. Company D accrues time at the beginning of each month, so that is the option we choose.

Choose Yes or No: Can time be rolled over to the following year? If set to Yes, some or all of an employee's unused Time Off will be rolled over into the following Accrual Year. Company D allows this, so we choose Yes in our example.

Choose Yes or No: Is there a maximum number of days/hours that can be rolled over? If set to Yes, you will need to set the maximum number rollover days or hours allowed. Company D has no maximum, so we choose No.

Choose Yes or No: Does the rolled over time expire? Set to Yes if you want to choose a date when the employee's unused rolled over time will expire. Company D's rolled over vacation time does not expire, so we set this to No.

Choose Yes or No: Is there a maximum amount of time an employee can accrue? By choosing Yes, you set the maximum amount of time an employee can have in an Accrual Year. This includes accrued time, rollover time, and manually adjusted time. Choosing No will indicate that there is no maximum. Company D allows a total of 20 days to accrue, so we choose Yes and set the Maximum accrued days/hours to 20 Days. 

After answering these questions, click the Save button at the bottom of the screen. You will be alerted that your Leave Type Policy was successfully saved, and you can scroll back up to the list of Leave Types to continue your configuration.

Click on COMP to configure that Leave Type. You will need to answer all the same questions as above.

Repeat these steps with Floating Holiday, FMLA, Personal & Sick time, enabling the types to want, and leave the others disabled. You will notice that the enabled types will have a green dot next to them, while the disabled types will have a red dot.

Time Off allows you to create your own personalized type of leave as well. Click the "Add/Change Leave Types" button:

This will bring you to a screen that will allow you to change any of the Leave Type's existing names (just click the blue Edit button on the line whose name you would like to change), as well as creating a Leave Type of your own. Just click the Add Leave Type button at the top of the screen:

And you will be prompted to enter your Leave Type's name and assign it a color.

Back on the "Leave Program" page, take notice of the "Action" column. Here, you can Edit the program you just created, Delete the program, or Duplicate the program. This last action would be most useful if you had multiple leave programs in your company that were just slightly different. You could duplicate the program, then go back in via "Edit" to change the name and tweak the data.

Next Setup Step >