While PTO may not be a mandatory benefit, many companies choose to provide them as a fringe benefit to attract and retain talent, and for employee well-being. This is provided either in hours or days, depending on the office location and the federal laws. Freshteam lets you create both hourly and day-based time off and manage multiple time off policies for different office locations, all from one place. In this article, we’ll show how to create a day-based time off policy. Employees can book their time off with the click of a button, from the web application, or from the mobile application.
Creating a day-based time-off policy
Here are the steps in setting up a day-based time-off policy.
Head to Settings > Time Off Setup > Policy. You can either use an existing template or create a custom policy.
Provide a name for the policy and choose ‘Days’ as the time-off calculation method.
On selecting ‘Days’ time off, all the existing time off types within a policy will be calculated in days . Enter the allotted time-off days for each time off type. Setup the accrual, balance, carryovers rules for each type.
Select the workweek in your company.
Select the holiday calendar, the policy period, and the start date for the policy.
Once that’s done, hit Save on the top right corner.
How do I apply for time off in a day-based policy?
While applying for time off, employees will be able to see the allotted day-based time off limits for each type.
Login to your Freshteam employee portal. Click 'Apply Time off for another date' on the right side of the dashboard.
Select the number of time off days.
While applying for half-day leaves, click ‘Plan for partial day’ and select either the first half or second half of the day.
You can choose to notify your manager or team members of your unavailability and mark yourself as ‘Out of Office’.
Freshteam will send an email to the stakeholders and decline the calendar invites in the applied time off hours.
Click Apply time off at the bottom right.