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Add a Paid Time Off Policy

Paid time off (PTO) policies are a way to manage the time off that your team members take. You can create multiple PTO policies to suit the needs of your team members.

Workmax allows you to create PTO policies for different groups of team members. You can create a PTO policy for all team members or create a policy for specific groups of team members. for example, you can create a PTO policy for full-time employees and another policy for part-time employees.

Add a Paid Time Off Policy​

To add a paid time off policy in Workmax, follow these steps:

  1. Sign in to your "Workmax" account with an admin account.
  2. Go to the "Time off requests & policies" section.
  3. Select the "Policies" tab.
  4. Click on the "Add time off policy" button.
  5. Select your policy type.
    • Paid Time Off - This policy allows team members to take paid time off.
    • Bereavement Leave - This policy allows team members to take time off for bereavement.
    • Sick Leave - This policy allows team members to take time off for sickness.
    • Maternity Leave - This policy allows team members to take time off for maternity.
    • Paternity Leave - This policy allows team members to take time off for paternity.
    • Adoption Leave - This policy allows team members to take time off for adoption.
    • Shared Parental Leave - This policy allows team members to take time off for shared parental leave.
    • Unpaid Leave - This policy allows team members to take unpaid time off.
  6. Enter the policy details.
    • Name
    • Description
    • Default policy (Yes/No)
    • Policy limit (Yes/No)
    • Policy limit amount
  7. Enter the policy settings.
    • Include Bank Holidays (Yes/No)
    • Bank Holiday country (England, Scotland, Wales, Northern Ireland)
    • Carryover (Yes/No)
    • Carryover limit
    • Pay out on termination (Yes/No)
  8. Select the team members the policy applies to.
  9. Click on the "Save & continue" button.
  10. Review the policy details and click on the "Save" button.

Workmax will now add the paid time off policy to your account. The policy will be available for team members to request time off. If you have any questions or need help, please contact Workmax Support.