How to Create a Time Off Policy

Welcome to Time Off Policies! This guide will walk you through how to create a Time Off Policy. If you’re already in the workflow, you can skip ahead to Step 1: Basic Information.

Before we get started, it’s important to understand how Humi structures Time Off. The Time Off module is designed with two main differentiators: Time Off Types and Time Off Policies.

What is a Time Off Policy?

You can think of the Types as the parent categories and the Policies as the sub-categories within them. Time Off Policies are variations that are nested under a specific type of time off in Humi.

After setting up a Time Off Type, you can add multiple Time Off Policies to it. This allows you to assign unique Time Off Policies to different employees while easily keeping track of what kind of time off it is.

Let's use a collection of Vacation Policies as an example.

Within the "Vacation" Type, you could have various Time Off Policies set up for different groups of employees. So, if your Vacation Policies vary based on the length of time an employee has worked for the company, you could have three policies set up under the Vacation Type:

• 10-day vacation policy
• 15-day vacation policy
• 20-day vacation policy

You would then assign the policy that applies to the employee(s) based on their eligibility.

This helps keep things easily organized by nesting the different policies within a parent group. So, whenever you add a new option to your company's Vacation offerings, you can add a policy within the Vacation Type and assign it to the relevant employees. Learn more about how to set up Time Off Types.

How to Create a Time Off Policy

Creating a Time Off Policy is simple in Humi. This guide will walk you through each step so you can get everything set up in no time! Let’s get started.

1. Head to Time Off and click on the Time Off Policies tab
2. Click the + Create Time Off Policy button in the upper-right corner
3. This will bring you to the first step in creating a Time Off Policy where you’ll add the Basic Information about your new policy