Managing Time Off Policies in Zenefits

After setting up a policy and assigning it to workers, administrators can view and edit current policies and workers' use of time off.

At the policy level, administrators can:

• Assign a policy to workers who do not have a current policy
• Switch people from one policy to another
• Edit current policies, or add additional company policies
• Define floating holidays
• Set up custom types of time off
• Clone time off policies

Nearly all policy settings can be edited after a policy is set up, except for the policy type (unlimited or limited). Changes to policy settings will go into effect in the next pay period and apply to all who have been assigned that policy.

Administrators can also make adjustments and edits to individual workers:

• Importing existing balances to a current policy after setup
• Edit current balances and accrual rates
• Set people to accrue zero PTO, but let them track time, e.g., for Jury Duty