This article guides you through the process of setting up and managing time off policies in your GuHRoo account. Whether you're dealing with paid time off, sick leave, or vacation, this step-by-step tutorial ensures your policies are effectively implemented.

Steps/Procedures:

1. Accessing Settings (Now in the left menu bar): Go to the settings menu > Select 'TIME OFF'

2. Navigating to Time Off Policies tab. Here, you will manage categories and policies.

3. Adding a Category: Click on 'Add Category' at the bottom right corner.  Enter details requested, and specify any relevant abbreviations and pay types (e.g., regular pay or holiday pay). Ensure the category is active before saving.
   

1. Once a Category is Active you can Create a Time Off Policy:

   • Click to add a new policy under the category.
   • Name the policy (e.g., 'Accruable Vacation').
   • Choose the pay type (regular, holiday, unpaid) and ensure it aligns with your overtime calculations.
   • Assign the policy to all employees or specific individuals. Use the search icon to add employees by name.
     

                              

1. Configuring Accrual Frequency:

   • Set the frequency of PTO accrual (e.g., every other week on Sunday).
   • Ensure the setup matches your existing policy to avoid overlap.
     

                                          

1. Setting Minimum Balances and Approvals:

   • Decide on a minimum balance to prevent negative PTO balances.
   • Remember, even with no minimum balance, all time-off requests require approval.

1. Establishing Carryover Rules:

   • Choose the carryover date (January 1st or employee anniversary).
   • Set the delay after the hire date for the policy to take effect.
   • Input the annual total time off amount; the system will calculate the accrual rate.

2. Setting Accrual Caps and Carryover Maximums:

   • Determine the maximum hours an employee can accrue.
   • Set the maximum hours employees are allowed to carry over annually.

3. Adjusting Policies for Tenure:

   • Consider adding levels to the policy based on employee tenure, like increased accrual after two years.
     

                              

• Regularly review and adjust policies as needed.
• Assign new employees to the appropriate policy as they join.

Troubleshooting:

• If you encounter issues with assigning policies, recheck employee details and policy settings.
• For accrual rate discrepancies, verify the annual total and frequency settings.
• If employees report incorrect PTO balances, check carryover settings and previous year accruals.