How To Edit A Leave Management Policy

Goal

• How to adjust the existing rules in a Leave Management Policy

Environment:

• Push Web App

Process:

Edit Policy:

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. Under the specific Policy, select the specific Policy Type 
5. On the right side, click Edit Policy
6. Under Policy Name, input the new title of the Policy 
7. Under Accrual Method, this cannot be changed after a Policy has been created; please create a new Policy if a different accrual method is required
8. Under Accrual Rate, input the new percentage employee will accrue (i.e. 4%)
9. Under Accrual Presets, adjust the checkbox that corresponds with either All Presets or Custom Presets
   1. If Custom Presets is selected, in the pop-up, adjust the checkbox(es) that correspond with the specific Earning/Deduction Preset(s) associated with the accrual 
10. Under Ignore Unpaid Hours, adjust the checkbox that corresponds with either Yes or No if applicable
11. Under Max Annual Accrual, adjust 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, adjust the checkbox that corresponds with either Yes or No
    1. If Yes is selected, under Annual Redemption Limit, adjust the total hours that the employee is allowed to request time off from in a Reset Period
13. Under Carry Forward Limit, adjust the checkbox that corresponds with either Yes or No if applicable
    1. If Yes is selected, under Max Carry Forward, adjust the total hours employees are able to bring into the next Reset Period 
14.  Under Negative Balance, adjust the checkbox that corresponds with either Yes or No if applicable 
    1. If Yes is selected, under Max Negative Balance, adjust the total hours employees are able to go into the negative when requesting time off 
15. Under Starting Balance, adjust the checkbox that corresponds with either Yes or No if applicable
    1. If Yes is selected, under Starting Balance, adjust 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, adjust the checkbox that corresponds with either Yes or No if applicable
    1. If Yes is selected, under Length Of Waiting Period, adjust 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, adjust 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, adjust 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, adjust 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, this cannot be changed after a Policy has been created; please create a new Policy if a different reset frequency is required
22. Once done, click Save & Continue

Delete Policy

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. Under the specific Policy, select the specific Policy Type 
5. On the right side, click Delete Policy 
6. In the pop-up, click Delete Policy 
7. The page will refresh to Leave Management once it is 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 unless you run an Off Run or Payroll to trigger the adjustments. 

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 Milestones In An Existing Leave Management Policy
• How To Add New Employees To An Existing Leave Management Policy
• What Happened To Balances Setup In Push?