Feature Overview: Time Off > Settings

This article explains the feature overview of the Time Off Policies, which can be found on the Settings page in the Admin section. Access: Admin

Welcome to the Settings feature, where you can manage your Time Off Policies as an administrator. This guide will walk you through the process of configuring your Time Off Policies, including different policy types and their details. You'll also learn how to add new policy types to meet your organisation's needs.

Prerequisites

To access and configure Time Off Policies, you must have administrative privileges within your organisation's account.

Accessing the Feature

1. Log in to Your Administrator Account: Start by logging in to your administrator account using your credentials.
2. Navigate to Admin: Once logged in, locate the "Settings" option in the main menu and click on it.
3. Access Time Off Policies: Under the "Settings" menu, you will find an option for "Time Off Policies." Click on it to configure your policies.

Detailed Feature Guide

Section 1: Existing Time Off Policies

In the "Time Off Policies" section, you can:

• View a list of existing Time Off Policies, including their types and details.
• Edit the details of each policy, such as policy name, accrual rates, and maximum balances.
• Delete policies that are no longer needed.

Section 2: Adding New Policy Types

To add new policy types, follow these steps:

1. Click on "Add New Policy Type": Locate the "Add New Policy Type" button within the "Time Off Policies" section and click on it.
2. Define Policy Details: Provide the following details for the new policy type:
   • Policy Name: Give the policy type a descriptive name (e.g., "Paid Time Off").
   • Accrual Rate: Specify the rate at which employees accrue time off (e.g., 1 day per month).
   • Maximum Balance: Set a maximum balance limit for accumulated time off (if applicable).
   • Policy Description: Add a brief description or additional details about the policy.
3. Save the New Policy Type: After entering the details, click "Save" to add the new policy type to your Time Off Policies list.

Section 3: Managing Existing Policies

You can manage existing policies by:

• Editing Policy Details: Click on an existing policy to edit its details, such as accrual rates or maximum balances.
• Deleting Policies: Remove policies that are no longer in use by selecting the policy and clicking on the "Delete" option.

Tips and Tricks

• Regularly review and update your Time Off Policies to align them with your organisation's needs and policies.
• Communicate any changes in Time Off Policies to your employees to ensure transparency.

Troubleshooting/Common Issues

If you encounter any issues or have questions related to Time Off Policies, please contact your organisation's HR department or the Plumm Customer support team for assistance.

FAQs (Frequently Asked Questions)

Q1: How can I edit an existing Time Off Policy's details?

A1: To edit an existing Time Off Policy, navigate to the "Time Off Policies" section, click on the policy you wish to edit, make the necessary changes, and click "Save" to update the policy's details.

Q2: Is there a limit to the number of Time Off Policy types I can create?

A2: No, you can create as many Time Off Policy types as needed to accommodate your organisation's specific leave policies and requirements. Simply use the "Add New Policy Type" feature to create additional policy types.