Time-off policies

Time-off policies define how vacation and other time-off benefits are earned, used, and managed for your employees.

Overview

A time-off policy connects a time bank account with rules for:

  • Accrual — How employees earn time off over time
  • Usage — Rules for how time can be used
  • Carryover — What happens to unused time at year end
  • Expiration — When earned time expires

Getting started

To create a time-off policy:

  1. Go to SettingsPolicies
  2. Click Add Policy
  3. Give it a name and select a time bank account
  4. Add accrual plugins to define how time is earned
  5. Optionally add usage, carryover, and expiration rules
  6. Click Save

Sections

How balance consumption works

When an approved time-off period starts, the system deducts balance progressively rather than all at once. The period is split into smaller chunks aligned with the employee’s timesheet approval period (weekly, bi-weekly, or monthly). Balance is consumed for the current chunk, and the remaining planned days are consumed as each chunk arrives.

Balance is consumed FIFO (first in, first out) — the oldest accruals are used before newer ones. This is important when different accruals have different expiration dates.

Interrupting time off

An employee or manager can interrupt an active absence:

  • Open-ended absences (such as sick leave) — the absence is closed from today. See Allow open-ended
  • Fixed-duration absences — the remaining days are canceled and any already-consumed balance for future days is refunded

The interrupt action is available from the Dashboard time-off widget while the absence is in progress.