How to set up policies for default leave types in Simployer One

Modified on Wed, 26 Aug at 10:52 PM

How to set up policies for default leave types in Simployer One 


Configure policies for Care of sick child, Off duty, Parental leave, and Sick leave in Simployer One. 


Simployer One includes default leave types with policy settings that Owners and Administrators can adapt to their company. This article covers the default leave types that use the standard policy setup, with the specific settings that differ for each leave type. 


Who can create policies for default leave types in Simployer One? 


Only an Owner or Administrator can create, edit, or delete policies for default leave types in Simployer One. 


Which settings are common to default leave type policies? 


To create a policy for a default leave type, go to Settings > Time off settings, click View for the leave type, and then click New policy. 


The standard policy setup can include: 

  • Name: The employee-facing name of the policy 
  • Policy description: Instructions, restrictions, or other information employees need before using the policy 
  • Minimum time to request: The smallest unit an employee can request 
  • Company visible: Whether the time off reason is visible to colleagues 
  • Requires approval: Whether a closest manager or another selected person must approve the request 
  • Allow attachments: Whether employees can upload supporting documents 
  • Allow grading: Whether employees can report partial absence 
  • Include allowance: Whether employees and approvers see days used and days included in the allowance 
  • Edit time off: Whether employees can change their own approved or pending requests 
  • Revoke time off: Whether employees can withdraw their own approved or pending requests 
  • Policy scope: Which employees can use the policy 


Important

Click Save after you complete the settings. The policy is available to employees immediately when it has a scope. 


How do I set up a Care of sick child policy in Simployer One? 


  1. Go to Settings > Time off settings. 
  2. Find Care of sick child and click View. 
  3. Click New policy. 
  4. Complete the standard policy settings. 
  5. Enable Requires child when the employee must select which child the absence concerns. 
  6. Set the policy scope and click Save.


The Requires child setting is specific to the Care of sick child policy. When it is enabled, the employee must connect the request to a child. 


How do I set up an Off duty policy in Simployer One? 


  1. Go to Settings > Time off settings. 
  2. Find Off duty and click View. 
  3. Click New policy. 
  4. Complete the standard policy settings and choose the policy scope. 
  5. Click Save. 


The Off duty policy uses the standard policy settings. Create more than one Off duty policy when different employee groups need different rules or scopes. 


How do I set up a Parental leave policy in Simployer One? 


  1. Go to Settings > Time off settings. 
  2. Find Parental leave and click View. 
  3. Click New policy. 
  4. Complete the standard policy settings. 
  5. Choose the coverage rate. 
  6. Set the policy scope and click Save. 


The coverage rate describes the pay coverage for parental leave. Simployer One includes these default coverage rates: 

  • 80% 
  • 100%


An Owner or Administrator can add additional custom coverage rates when the default rates do not meet the company's needs. 


How do I set up a Sick leave policy in Simployer One? 


  1. Go to Settings > Time off settings. 
  2. Find Sick leave and click View. 
  3. Click New policy. 
  4. Complete the standard policy settings and choose the policy scope. 
  5. Click Save.


The Sick leave policy uses the standard policy settings. Unlike the Care of sick child policy, the Sick leave policy does not include the Requires child setting. 


How does scope work for default leave type policies? 


For each default leave type policy, choose Everyone at the company or include selected individuals, teams, offices, employment types, departments, or organizations. You can also exclude specific employees. 


Important

Scope is inclusive. If you include a department and a team, the policy applies to everyone in the department and everyone in the team, even when employees do not belong to both groups.


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