This article explains how Deel clients who have enabled Deel HR can build a customized time off policy for their employees.
Once you create your time off policy, your managers will be able to accept and reject worker time off requests on the Deel platform.
Important: Clients who have enabled Deel HR can build a customized time off policy for all worker types except for EOR Employees.
In this Article:
How to create a custom time off policy
✅ Step 1 - Select Organization Settings
✅ Step 2 - Select the Deel HR box
Click View to enable and configure Deel HR, including org chart, custom reasons and time off policies.
✅ Step 3 - Select Time Off policies
✅ Step 4 - Add custom policy
Click Add New Policy to create and manage your team's time off policies
✅ Step 5 - Select a Template or Start from Scratch
We strongly recommend using our pre existing , legally configured Time Off Policy Templates to ensure compliance with country requirement and save time when construsting time your time off policy.
To create your own customized time off policy you can also start from scratch.
✅ Step 6 – Add details and description
Name your time off policy and provide additional details or a description, if you wish.
If you time off policy is applicable to Global Payroll workers then please set a payroll category accordingly. E.g. if the policy is a Vacation policy, choose a vacation payroll category.
✅ Step 7 - Select time off allowance
You can choose a Limited or Unlimited time off policy.
Limited: Workers can request time off but are limited by a maximum number of annual PTO days. You will enter the number of permitted time off days annually.
Unlimited: Workers can request as much time off as they want, without being restricted by a set number of PTO days.
Official public holidays in a worker's country of employment will be automatically updated. Requests for time off on a public holiday will not be subtracted from the annual allowance.
You must also decide how frequently the worker's time off balance will be calculated and accrued. Time off can accrue: Weekly, Bi-weekly, Monthly, or Yearly.
You can enable your workers to take paid time off before the days have accrued (i.e. carrying a negative balance)
You can also toggle on the option to allow workers to carry over unused time to the following year.
✅ Step 8 – Assign roles for request approvals
Select which manager will receive notifications whenever a worker time off request is made.
This manager will be responsible for approving or denying requests. You can now publish your Time Off Policy.
How to view your Time off Policies
Select the Organization Settings tab, click View on the Deel HR box, and then click Time Off Policies.
From here, you can review and filter different Time off policies that you created from one single dashboard.
[ACCORDION] Can workers request a half-day off?
Yes, when your direct employee fills out a time off request on Deel they can select the option to request only a half-day off.
[ACCORDION] Can workers request more time off than they have earned?
It is possible to enable this setting. When creating your policy you can toggle on the option to let your workers take paid time off before the days have accrued (i.e. carrying a negative balance)
[ACCORDION] Can workers request unpaid time off?
Yes, when your direct employee fills out a time off request on Deel they can select the option to request unpaid time off.
[ACCORDION] Can workers request time off during their termination notice period?
Yes, time off requests are not restricted based on approaching termination. Workers could take off time during their notice period, up to and including their contract end date.
[ACCORDION] Is there an expiration date if workers carry over unused time off time to the next year?
Workers will have one year to use up any rollover time off dates that carried over specifically from the previous year.
We are working on a configurable system so that you can specify the rollover expiration date, and hope to release it shortly.
[ACCORDION]How can review Time off stats of my workers?
You can view the time off reports under the Reports section in the Analytics tab on your Homepage.
The time off summary report will show a breakdown of balances and usage per worker per policy for the selected reporting period.
The time off request report will show all individual time off requests for the selected reporting period.