Time off policies define how many days of holiday your team are entitled to and how many hours each day represents. You can create different policies for different types of employees – for example, PAYE employees might have 20 days paid holiday, while contractors have zero paid days.
Setting up Policies
Select the Time Off tile from the left-hand menu
Click the Time Off Policies tab at the top
Click Add New to create a new policy
Enter a Policy Name (e.g., "PAYE Standard" or "Contractor Policy")
Enter the Allowance in days (e.g., 20 days for PAYE employees, 0 for contractors)
Enter Hours Per Day (typically 8 hours, but can vary)
Optional: Toggle Automatically Create Time Off Allowance to green if you want this policy to automatically generate allowances when new users are created
Optional: Select which Directory Roles this policy should apply to by default (e.g., assign zero-day policy to Supplier Operatives)
Click Save
Your new time off policy is now created and ready to assign to employees.
Use Case
This feature is predominantly used by Super Users and Admin staff when initially setting up Time Off or when employment policies change. Most companies create 2-3 policies:
One for direct PAYE employees with paid holiday entitlement
One for contractors/subcontractors with zero paid days
Occasionally a third for different contract types or probationary periods
💡 Tips
Keep policy names clear and descriptive (e.g., "PAYE - 20 Days" rather than just "Standard")
You only need as many policies as you have different entitlements – don't overcomplicate it
Assign policies to directory roles to automate allowance generation for new employees