Paid Time Off

Providing your employees with paid time off (PTO) is essential for maintaining a productive workforce and ensuring compliance with federal, state, and local laws. Whether they need time for medical appointments, caring for family, traveling, or simply relaxing at home, PTO allows employees to take necessary breaks while staying financially secure, ultimately benefiting both employee well-being and business performance.

Configure Paid Time Off

In Zoho Spend, you can configure and update the following:

• Sick Leave Policy
• Vacation Leave Policy

Sick Leave Policy

A Sick Leave Policy allows employees to take paid time off for medical reasons, ensuring they can recover from illness or attend medical appointments without losing income.

Here’s how you can configure sick leave policy for your organization:

• Go to Settings on the left sidebar.
  (OR)
  Click Settings in the top right corner of the page.
• Click Paid Time Off under Setup & Configurations.
• Click Configure under Sick Leave Policy.
• Select the Earning Method from the dropdown.
• Enter the number of hours to be added for the selected earning method.
• Enter the maximum number of paid hours an employee can earn in the Maximum Limit field.
• Choose whether unused hours can be carried over to the next year.
• Click Save.

Once configured, you will be able to associate your sick leave policy with your employees.

Vacation Leave Policy

A well-defined Vacation Leave Policy helps employees take time off for rest, travel, or personal activities without losing income, contributing to overall job satisfaction and productivity. Additionally, having a clear policy ensures compliance with regulations regarding the accrual and payout of vacation hours.

Here’s how you can configure vacation leave policy for your organization:

• Go to Settings on the left sidebar.
  (OR)
  Click Settings in the top right corner of the page.
• Click Paid Time Off under Setup & Configurations.
• Click Configure under Vacation Leave Policy.
• Select the Earning Method from the dropdown.
• Enter the number of hours to be added for the selected earning method.
• Enter the maximum number of paid hours an employee can earn in the Maximum Limit field.
• Choose whether unused hours can be carried over to the next year.

• Click Save.

Once configured, you will be able to associate your vacation leave policy with your employees.

Update Paid Time Off

Here’s how you can make changes to the sick or vacation leave policy:

• Go to Settings on the left sidebar.
  (OR)
  Click Settings in the top right corner of the page.
• Click Paid Time Off under Setup & Configurations.
• Click the Edit icon next to Sick Leave Policy or Vacation Leave Policy.
• Make the necessary changes and select whether changes should apply to all current employees or only future employees.
• Click Save.

The updated sick or vacation leave policy will be applied according to your selected preferences.