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 AccrualRate, input the new percentage of hours employee will accrue (i.e. 4%)
8. Under AccrualPresets, adjust the checkbox that corresponds with either All Presets or Custom Presets if applicable
   1. Click the checkbox(es) that corresponds with the specificPreset(s) associated with the accrual if CustomPresets is selected as Yes
9. Under Ignore Unpaid Hours, adjust the checkbox that corresponds with either Yes or No if applicable
10. Under Max Annual Accrual, adjust the checkbox that corresponds with either Yes or No if applicable
    1. Under Max Balance, adjust the total hours if Max Annual Accrual is selected as Yes
11. Under Carry Forward Limit, adjust the checkbox that corresponds with either Yes or Noif applicable
    1. Under Max Carry Forward, input the total hours if Carry Forward Limit is selected as Yes
12. Under Negative Balance, adjust the checkbox that corresponds with either Yes or No if applicable 
    1. Under MaxNegativeBalance, input the total hours if Negative Balance is selected as Yes 
13. Under Starting Balance, adjust the checkbox that corresponds with either Yes or No if applicable
    1. Under Starting Balance, input the total hours if Starting Balance is selected as Yes
14. Under Waiting Period, adjust the checkbox that corresponds with either Yes or No if applicable
    1. Under Length Of Waiting Period, input the total days if Under Waiting Period Length is selected as Yes
15. Under Paid Policy, adjust the checkbox that corresponds with either Yes or No
16. Under Payouts, adjust the checkbox that corresponds with either Yes or No 
17. Under Policy Units, adjust the checkbox that corresponds with either Hours or Days
18. Under Reset Frequency, adjust 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
19. 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 PolicyType 
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 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. 

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 Add A New Leave Management Policy
• What Happened To Balances Setup In Push?