How To Add A New Leave Management Policy

Goal

• How to create a new policy to track employees hours/dollars

Environment:

• Push Web App

Process:

Accrue % of Hours Set Up

1. Click the Company Name in the top right-hand corner 
2. In the drop-down menu, click Company Setup 
3. On the left-hand navigation bar, click Leave Management
4. On the right side, click + New Policy 
5. Under Select Policy Type, select Continue that corresponds with the specific Policy Type
6. Under Policy Name, input the title of the Policy 
7. Under Accrual Method, click the checkbox that corresponds with % of Hours
8. Under Accrual Rate, input the percentage of hours employee will accrue (i.e. 4%)
9. Under Accrual Presets, click the checkbox that corresponds with either All Presets or Custom Presets
   1. If Custom Presets is selected, in the pop-up, click the checkbox(es) that correspond with the specific Earning/Deduction Preset(s) associated with the accrual 
10. Under Ignore Unpaid Hours, click the checkbox that corresponds with either Yes or No
11. Under Max Annual Accrual, input the total hours that can be accrued in a specific time frame (the time frame will be based on what is selected as the Reset Frequency) 
12. Under Annual Redemption Limit, click the checkbox that corresponds with either Yes or No
    1. If Yes is selected, under Annual Redemption Limit, input the total hours that the employee is allowed to request time off from in a Reset Period
13. Under Carry Forward Limit, click the checkbox that corresponds with either Yes or No
    1. If Yes is selected, under Max Carry Forward, input the total hours employees are able to bring into the next Reset Period 
14. Under Negative Balance, click the checkbox that corresponds with either Yes or No 
    1. If Yes is selected, under Max Negative Balance, input the total hours employees are able to go into the negative when requesting time off 
15. Under Starting Balance, click the checkbox that corresponds with either Yes or No
    1. If Yes is selected, under Starting Balance, input the total hours that the employee will be given at the start of a reset period (this will only be available after payroll is processed)
16. Under Waiting Period, click the checkbox that corresponds with either Yes or No
    1. If Yes is selected, under Length Of Waiting Period, input the total days that an employee must wait before being able to request time off (Note: while the balance/policy will not be available to the employee, the system will still accrue after every pay period that is processed)
17. Check/Uncheck the box that corresponds with Employees Accrue A Balance During The Waiting Period
    1. If Unchecked, employees will not have a balance start accruing until after the Waiting Period designed under step 16
    2. If Checked, employees will have a balance start accruing during the Waiting Period designated under step 16 but will not be able to submit a time off request until after 
18. Under Paid Policy, click the checkbox that corresponds with either:
    1. Yes: employees will be paid for any approved time off
    2. No: employees will not be paid for any approved time off
19. Under Payouts, click the checkbox that corresponds with either:
    1. Yes: employees are able to request a payout from their balance/policy without taking time off
    2. No: employees will not be able to request a payout from their balance/policy 
20. Under Policy Units, click the checkbox that corresponds with either Hours or Days
    1. If Days is selected, under Requestable Amounts, check/uncheck the boxes for any of the following: Unpaid, Half Paid, and/or Full Paid
21. Under Reset Frequency, click the checkbox that corresponds with either of the following: January 1 Of Every Calendar Year, Employee's Hire Date, Employee's Birth Date, Custom Date, or The Balances Don't Reset
    1. If Custom Date is selected, under Month and Day, click the drop-down menu and select the relevant information
22. Once done, click Save & Continue
23. After clicking Save & Continue, the page will load to Step 2: Add Milestones
24. To add a Milestone, please follow the steps listed in this article: How To Add Milestones To Brand A Leave Management Policy
25. After clicking Save & Continue, the page will load to Step 3: Add Employees
26. To Add Employees to the Leave Management Policy, please follow the steps listed in this article: How To Add Employees To A Brand New Leave Management Policy
27. Once done, click Save & Continue
28. The page will refresh to the setup of the Leave Management Policy once completed!

Accrue % of Gross Earnings Set Up

1. Click the Company Name in the top right-hand corner 
2. In the drop-down menu, click Company Setup 
3. On the left-hand navigation bar, click Leave Management
4. On the right side, click + New Policy 
5. Under Select Policy Type, select Continue that corresponds with the specific Policy Type
6. Under Policy Name, input the title of the Policy 
7. Under Accrual Method, click the checkbox that corresponds with % of Gross Earnings
8. Under Accrual Rate, input the percentage employee will accrue every pay period  (i.e. 4%)
9. Under Accrual Presets, click the checkbox that corresponds with either All Presets or Custom Presets
   1. If Custom Presets is selected, in the pop-up, click the checkbox(es) that correspond with the specific Earning/Deduction Preset(s) associated with the accrual 
10. Under Negative Balance, click the checkbox that corresponds with either Yes or No 
    1. If Yes is selected, under Max Negative Balance, input the total hours employees are able to go into the negative when requesting time off 
11. Under Waiting Period, click the checkbox that corresponds with either Yes or No
    1. If Yes is selected, under Length Of Waiting Period, input the total days that an employee must wait before being able to request time off (Note: while the balance/policy will not be available to the employee, the system will still accrue after every pay period that is processed)
12. Check/Uncheck the box that corresponds with Employees Accrue A Balance During The Waiting Period
    1. If Unchecked, employees will not have a balance start accruing until after the Waiting Period designed under step 16
    2. If Checked, employees will have a balance start accruing during the Waiting Period designated under step 16 but will not be able to submit a time off request until after 
13. Under Paid Policy, click the checkbox that corresponds with either:
    1. Yes: employees will be paid for any approved time off
    2. No: employees will not be paid for any approved time off
14. Under Payouts, click the checkbox that corresponds with either:
    1. Yes: employees are able to request a payout from their balance/policy without taking time off
    2. No: employees will not be able to request a payout from their balance/policy 
15. Under Policy Units, click the checkbox that corresponds with either Hours or Days
    1. If Days is selected, under Requestable Amounts, check/uncheck the boxes for any of the following: Unpaid, Half Paid, and/or Full Paid
16. Once done, click Save & Continue
17. After clicking Save & Continue, the page will load to Step 2: Add Milestones
18. To add a Milestone, please follow the steps listed in this article: How To Add Milestones To Brand A Leave Management Policy
19. After clicking Save & Continue, the page will load to Step 3: Add Employees
20. To add employees to the Leave Management Policy, please follow the steps listed in this article: How To Add Employees To A Brand New Leave Management Policy
21. Once done, click Save & Continue
22. The page will refresh to the setup of the Leave Management Policy once completed!

Additional Information

You will be able to add a new policy (previously known as Rules) to existing Policies (previously known as Balances) in your Push account. 

Once a Policy is created/adjusted, the changes will not be reflected to employees unless you run an Off Run or Payroll to trigger the adjustments. 

Note that you are not able to change/edit the Accrual Method (i.e. % of Hours to % of Gross Earnings) or the Reset Frequency in a Policy Rule once it is saved. If you require changes, please create a new Policy Rule. 

The Leave Management module will assist you with accruing different policies for employees or assigning a certain amount of hours. 

Please note that only Super Administrators have access to make changes to Policies under Leave Management.

The Leave Management feature is currently available on the Premium Subscription or Pro Subscription with the Leave Management Add-On. In addition, Leave Management requires the Payroll Add On.

If you do not have this feature and are interested, please feel free to contact Push Support at support@pushoperations.com to connect you with the relevant team. 

Related Articles

• How To Edit A Leave Management Policy
• What Happened To Balances Setup In Push?