Time Off requests based on Employee Type

Time Off requests based on Employee Type

With PartnerHR, you can set Time Off Policies based on Employee Type. This allows you to handle different time-off policies for different kinds of employees (e.g. full time or part-time).

All Time Off Templates are enabled for all Employee Types by default.

You can adjust this as appropriate for your organization's needs by going to Settings > Category and Activity Settings > Templates. Click “Create New Template” to create a new one, or click the Edit icon for an existing Time Off template.



Then click "New Policy" to set the Time Off Policy according to your organization's needs. For more information on setting up Time Off Policies, click here.




Select the type of Template you are creating and then click New Policy




Use the new "Policy Applies to" section to select which Employee Types this policy will be applied to. Once an Employee Type is selected for a Time Off Policy, that Time Off Policy will be applied to all employees of that type.



Important Notes:

  • If someone's Employee Type is changed, their Time Off Bank will be reset to 0, and the Time Off Policy for their new Employee Type will be applied moving forward. When making this type of change to an employee's record, PartnerHR will alert the user that this change will set that employee's current Time Off bank to zero.

  • If there is an Employee Type (e.g. Volunteer) that is not associated with a Time Off Policy, users with that Employee Type assigned to them will not be able to request time off.




    Our products got an upgrade!



    Some screenshots and help videos have been made using older versions of our products. Though your version's colours and themes may appear different than what you see here, the instructions, links and advice in this article are still accurate and useful!


      • Related Articles

      • How do Time Off Requests work?

        Time Off Templates & Policies Only Time Off Templates with Active Policies can be used to request Time Off.  To see if your Time Off Templates have an active Policy, go to Settings> Templates. Select a Template and click the pencil icon to edit it. ...
      • How to create Custom Fields

        Your Partner HR Administrator can create custom fields that are displayed in staff or volunteers' Profiles. To create custom fields, go to Settings > Setup > Company Configuration. Scroll down the page until you get to Profile and Template ...
      • Release 1.4.0 - Oct 4, 2020

        Introduction This document describes the changes made to release 1.3.3.1 of PartnerHR to create release 1.4.0. Important Fixes Silent Partner includes bug fixes and experience optimizations as a standard part of every PartnerHR release. These minor ...
      • How to set a Time off Accrual Policy?

        Partner HR can be configured to manage your staff's time off. It will track how much time off each person is entitled to, what the accrual period is, how much time off has been used, and the balance that is still available. Employees with a status of ...
      • Time off accrual - Policy Options

        Option 1: Every employee gets the same number of days when they get their policy row. When the policy is first created, existing employees get the default number of days when their profile is viewed or when the Preview report is run. The ...
      Societ Academy

      Learn what you need to know, any time. Free!



      • High quality training on demand - sessions are available every day, so you can access training that fits into your schedule.
      • Training sessions that are easy to follow - helpful tips throughout each session, and access to training moderators ensure your questions get answered.
      • A certificate of completion - you can request a certificate of completion for every session you attend.



        Contact Us
        1-877-399-4645