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:

% 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. Click the checkbox(es) that corresponds with the specific Preset(s) associated with the accrual if Custom Presets is selected as Yes
10. Under Ignore Unpaid Hours, click the checkbox that corresponds with either Yes or No
11. Under Max Annual Accrual, click the checkbox that corresponds with either Yes or No
    1. Under Max Balance, input the total hours if Max Annual Accrual is selected as Yes
12. Under Carry Forward Limit, click the checkbox that corresponds with either Yes or No
    1. Under Max Carry Forward, input the total hours if Carry Forward Limit is selected as Yes
13. Under Negative Balance, click the checkbox that corresponds with either Yes or No 
    1. Under Max Negative Balance, input the total hours if Negative Balance is selected as Yes
14. Under Starting Balance, click the checkbox that corresponds with either Yes or No
    1. Under Starting Balance, input the total hours if Starting Balance is selected as Yes
15. Under Waiting Period, click the checkbox that corresponds with either Yes or No
    1. Under Length Of Waiting Period, input the total days if Under Waiting Period Length is selected as Yes
16. Under Paid Policy, click the checkbox that corresponds with either Yes or No
17. Under Payouts, click the checkbox that corresponds with either Yes or No 
18. Under Policy Units, click the checkbox that corresponds with either Hours or Days
19. Under Reset Frequency, click the checkbox that corresponds with either of the following: January 1 Of Every Calendar Year, Employee's Hire Date, Custom date, or The Balances Don't Reset
20. Once done, click Save & Continue
21. Under Add Employees, click Add To Policy that corresponds with specific Employee(s) or click Add All Employees on the right side
22. Once done, click Save & Continue
23. The page will refresh to Leave Management once completed

% 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. Click the checkbox(es) that corresponds with the specific Preset(s) associated with the accrual if Custom Presets is selected as Yes
10. Under Negative Balance, click the checkbox that corresponds with either Yes or No 
    1. Under Max Negative Balance, input the total hours if Negative Balance is selected as Yes
11. Under Waiting Period, click the checkbox that corresponds with either Yes or No
    1. Under Length Of Waiting Period, input the total days if Under Waiting Period Length is selected as Yes
12. Under Paid Policy, click the checkbox that corresponds with either Yes or No
13. Under Payouts, click the checkbox that corresponds with either Yes or No 
14. Under Policy Units, click the checkbox that corresponds with either Hours or Days
15. Once done, click Save & Continue
16. Under Add Employees, click Add To Policy that corresponds with specific Employee(s) or click Add All Employees on the right side
17. Once done, click Save & Continue
18. The page will refresh to Leave Management 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/employees will not have access unless you run an Off Run or Payroll to trigger the adjustments. 

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

The Leave Management module is exclusive to our Premium Subscription and 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 and requires the Payroll Add On.

If you do not have this feature and 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?