Time-Off Management Setup

Important:

If you are using SuitePeople U.S. Payroll, see Time-Off Management Integration With SuitePeople U.S. Payroll.

Before you set up Time-Off Management, think about how your company's time-off policies apply to different employees. For example, consider how much time off they get, how unused time off is handled at year-end, and how time off is accrued. You can create multilple plans to fit these differences.

Time-off plans include the types and rules that match your company's policies. Set up time-off types to match your leave categories, like vacation or sick leave. The rules cover eligibility, entitlements, accruals, and carryover during an employee's time at your company.

Complete the following steps to set up the Time-Off Management feature:

Creating a Time-Off Type
Creating a Time-Off Plan
Creating a Time-Off Rule
Assigning a Time-Off Plan to an Employee

The process for setting up Time-Off Management is as follows:

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