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What Are Time-Off Approval Policies (Beta)?
What Are Time-Off Approval Policies (Beta)?

Time-off approval policies simplify managing time-off requests by defining approvers, notifications, and dynamic manager assignments.

Updated over a week ago

Time-off approval policies ensure clarity and consistency in managing employee time-off requests by defining rules for approval and notification.

These policies simplify the approval process by specifying:

  • Who needs to approve a request for a certain time-off category.

  • Who will be notified once the request is approved.

By creating such policies for your time-off categories, you can assign them to multiple employees at once.

A key feature of these policies is the ability to dynamically set an employee's manager as an approver, removing the need for explicit assignments.

Alternatively, you can set custom approvers to individual employees without creating a policy.

Setting up time-off approval policies is available on the Ultimate subscription plan.

Setting Up Time-Off Approval Policies

To create and configure Time-Off Approval Policies, follow the steps in the Setting Up Time-Off Approval Policies (Beta) guide.

Assigning Policies to Employees

After setting up approval policies, you can assign them to employees in bulk or individually. For step-by-step guidance, visit Assigning a Time-Off Approval Policy to an Employee (Beta).

Managing Time-Off Approval Policies

Learn how to modify, archive, or restore policies in the Managing Time-Off Approval Policies (Beta) article.

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