When reviewing time off policies, ensure the policy was set up correctly at both the company and employee levels.
- Click Company
- Click Manage Policies
- Click the Pencil Icon next to the policy in question
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Review these fields:
- Policy Start/Reset Date
- Accrual Method and Rate
- Maximum Balance
- Rollover Balance
- In the menu, click Employee
- Click on the employee in question
- Click Time Off
- Click the Pencil Icon next to the Time Off policy
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Check to see if the employee has reached the Accrual Rate per Year or Maximum Balance set by the policy