How to create a Limited Time Off Policy in Zenefits

Limited time off policies cap the amount of paid time off available to your workers.

1. Log in to Zenefits, and click Set Up in the Time Off app.
   
2. If you already have a policy set up, you'll need to select Settings and then +Add Policy.
   
3. Choose which holidays the company will observe. This list contains US Federal holidays by default. You can add custom holidays and remove Federal holidays, if desired.
   
4. Enter the number of hours in a normal workday.
   
5. Check each day in the week that's a workday at the company.
   
6. Select the "Types" of time off your company offers, each bucket you type you select will have you set rules for that bucket. If your employees can draw from one bucket for time off and use that for any reason you only need to select one bucket for this policy
   
7. Set the types of time off that people can take. You can add, edit, and delete types of time off during this step.
   
8. Enter the policy's base accrual rate (in days). You can also choose to set tenure milestones where accrual rates will increase as people hit these milestones.
   
9. Set the accrual frequency. You will also need to select if people will accrue time off in advance or after the accrual period. (Yearly, Quarterly, Monthly, Semi-monthly, Bi-weekly, Weekly)
10. Set additional options for balance caps and minimum increments for requests.
    
11. Set caps or resets on maximum accrual.
    
12. Choose to allow workers to hold a negative balance on this account, and if new hires should receive a prorated amount of time for this account or to set caps on one or more of the accounts on the policy,
    
13. Choose the minimum increment for requests. This is the smallest amount that someone can request at one time.
    
14. After completing vacation setup, you will be prompted to make the same selections for other types such as Sick and Personal leave, if they were selected. 
15. Select the people that should be assigned to this policy.
    
16. Download the Zenefits Excel Spreadsheet at the top of the page, update with existing accrued balances as of the effective date you chose please note this should be in hours rather than days, save the spreadsheet and upload it to Zenefits to set the starting balances for these workers. You'll have a column to add balances for every bucket you've selected to setup under this Time Off Policy.
    
17. The effective date is the date on which these balances are correct NOT when the policy should take effect. Zenefits uses this date to determine when to accrue next. Administrators can add a day in the past or future depending on the uploaded balance.
18. You can either finalize this policy by emailing your employees or by skipping sending emails.