In TeamOK, a Time Off Policy refers to a standard or custom type of leave that employees can request - such as sick leave, vacation, or special types like loyalty leave.
The platform gives you full flexibility to manage access to each leave type, so you can, for example, make loyalty leave available only to team members with more than two years of service.
All time off settings can be found in Setup > Schedule & Attendance > Time Off Policy.
Creating and Editing Time Off Templates
TeamOK provides three default leave templates to get you started:
Sick Leave
Vacation Leave
Unpaid Leave of Absence
Each of these templates can be edited to better match your internal policies, or you can create additional custom types if needed:
To create a new leave template, click the +Add Vacation button.
To edit an existing template, use the Edit option from the action menu next to the relevant item.
In the template editing window, you'll need to complete the following:
On the Info tab: enter the leave type name and description.
On the Employees tab: select which team members are eligible to request this leave type.
Note: Employees request time off via their personal Status menu.
Assigning Leave Types to Employees
To quickly manage which employees are assigned to which leave templates, use the Assign/Edit link in the Employees column on the Time Off Policy screen.
Deleting a Leave Template
To remove a time off type, select Delete from the template’s action menu.
Keep in mind this will remove the leave type from all employee profiles it was previously assigned to.
Time Off Reporting
You can view and track leave usage by employees under Reports > Time Off.
