Time Off accrues is based on the accrual settings configured using Time Off Policies available in Admin Options > Time off Policies. Administrator can create “Time off Policies” with different configurations and can assign these types separately to each individual employee. Following settings can be configured using Time Off Policy option.

By default, TimeLive comes with one pre-populated time off policy name “Standard”. An Administrator can rename this Time Off Policy and can also add new time off policies as per organizational requirements.

In Time off Policy, there are several fields. Every field has its own work. Following are the fields of Time off Policy.

  1. INITIAL SET TO HOURS: Time Off Available balance will be set to this “Initial Hours” when Time Off policy will be first executed by “Time Off Accrual Engine”
  2. EARNED HOURS: Total hours which will be earned after the finish of every “Earned Period” (Weekly, Monthly, Yearly, Employee Anniversary Period).
  3. EARNED PERIOD: TimeLive provides few pre-defined Earned Period which are.
    1. Never: When “Never” is used, the time off policy does not works.
    2. Each Week: When Administrator use this option, a user will get earn hours after every week by Time Off Policy scheduler.
    3. Each Month: When Administrator uses this option, a user will get earn hours after every month by Time Off Policy scheduler.
    4. Each Year: When Administrator uses this option, a user will get earn hours on every year by Time Off Policy scheduler.
    5. Each Year Anniversary: When Administrator uses this option, a user will get earn hours on each year anniversary according to hired date of the user.
  4. RESET AT: There are four pre-defined Reset At which are.
    1. Never: When Never is selected, reset hours will not be set.
    2. Every Year: In this option, employee available balance will be set to “Reset Hours” value, every year by Time Off Policy scheduler.
    3. Every Week: In this option, employee available balance will be set to “Reset Hours” value, every week by Time Off Policy scheduler.
    4. Every Month: In this option, employee available balance will be set to “Reset Hours” value by Time Off Policy scheduler.
    5. Each Year Anniversary: In this option, employee available balance will be set to “Reset Hours” value at every anniversary date of the employee, according to hired date defined in employee form.
  5. RESET HOURS: In this field, you can define your “Reset Hours” value which will be set to employee available balance at end of every “Reset At” period.
  6. MAXIMUM AVAILABLE: Available balance of an employee cannot be increased more than maximum available hours, defined in [Time Off Policy].

How to reset Policy:

Reset button available in “Employee Time Off Page” which allows an administrator to reset all current period earned hours back to 0. And then at end of “Earned Period”, TimeLive Time Off scheduler automatically add new earned hours based on the policy defined for that particular employee.

Add New Time Off Policy:

  1. Login TimeLive with Admin Credentials.
  2. Navigate to Admin Options then Scroll to Time Off Setup.
  1. Click Time Off Policies icon.
  1. Click + Add Time Off Policy green button on the top-right of the screen.
  1. In the Add Time Off Policy screen that appears:
    1. Give a unique name to this Policy as you will have to assign this policy to the employees who will be entitled to this policy from Employee Profile.
    2. Fill the following fields as described above and then click Add green button.

Edit Time Off Policy:

  1. Login TimeLive with Admin Credentials.
  2. Navigate to Admin Options then Scroll to Time Off Setup.
  1. Click Time Off Policies icon.
  1. In Time off Policy List, navigate to the Time Off Policy you want to Edit and click the Option gear icon against this Time Off Policy.
    1. Click Edit Time Off Policy option.
  1. In the Edit Time Off Policy screen that appears:
    1. Make the desired changes.
    2. Click on Update button to update this record.

Disabling Time Off Type:

  1. Login TimeLive with Admin Credentials.
  2. Navigate to Admin Options then Scroll to Time Off Setup.
  1. Click Time Off Policy icon.
  1. In Time off Policy List, navigate to the Time Off Policy you want to Disable and click the Option gear icon against this Time Off Policy.
    1. Click Edit Time Off Policy option
  1. In the Edit Time Off Policy screen that appears:
    1. Enable the check Disabled.
    2. Click on Update button to update this record.

Deleting Time Off Policy:

  1. Login TimeLive with Admin Credentials.
  2. Navigate to Admin Options then Scroll to Time Off Setup.
  1. Click Time Off Policy icon.
  1. In Time off Policy List, navigate to the Time Off Policy you want to Delete and click the Option gear icon against this Time Off Policy.
    1. Click Delete option.
    2. Click on OK on delete confirmation dialog.