Introduction to Managing Time Off with Beyond
Introduction to Managing Time Off with Beyond
Beyond makes it simple to manage employee vacation, sick leave, and PTO. You can set up different accrual rates, track balances, and handle time-off requests and approvals all in one place. Employees can even submit their own requests through Beyond, creating a smooth process from start to finish.
Step 1: Set Up a Time-Off Policy
Start by creating at least one time-off policy in Beyond. Many businesses use more than one – for example, separate policies for vacation and sick time. After setting them up, assign each policy to the right employees so Beyond knows how to calculate accruals and subtract used time.
A policy can be applied company-wide, or tailored to a specific department or role.
Step 2: Assign Policies to Employees
Next, assign the policies to individual employees. If they already have accrued time, you can enter their current balance, set their accrual rate, and note their anniversary date.
Step 3: Employees Request Time Off
Employees can submit requests directly through their Beyond portal. As soon as a manager responds, the employee gets notified, making it easy to plan their time away without extra back-and-forth.
Step 4: Review, Approve, and Respond
Finally, review each request and either approve or decline it. Beyond will send the employee an email with your decision and a link to view it in their portal. You can also add a personal message – whether it’s to explain why a request couldn’t be approved or to simply wish them well on their time off.
Need Help?
If you still have any questions, please don’t hesitate to reach out. Our team will be happy to provide answers and assist you in any way we can.