Policies

This article reviews the Policies page within Workforce. Here, users can view and edit the active PTO Policy and Holiday Policy. 

The PTO Policy will determine how much paid time off is accrued by employees and which employees are eligible to accrue paid time off. 

The PTO Policy section is being replaced with the PTO Accruals feature. When PTO Accruals is enabled, the PTO Policy section of the Policies page is hidden.

The Holiday Policy is used to track days that salaried employees are not expected to work. This optional list is only used for reporting purposes.

Navigation

First, navigate to Workforce, then click 'Polices' in the left navigation menu. This will open the Policies page. 

Paid Time Off

The PTO Policy section is being replaced with the PTO Accruals feature. When PTO Accruals is enabled, the PTO Policy section of the Policies page is hidden.

Holiday Pay

The Holiday Pay Policy is a list of non-work days for salaried employees. Creating a Holiday Pay Policy can help track these days for reporting purposes. 

Create a Holiday Pay Policy

To create a Holiday Pay Policy, click on 'Create Policy'. 

This will open the Holiday Pay Policy form. The Holiday Pay Policy form is automatically populated with all federal holidays. Additional days can be added.