- Let's Dive In!
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Creating a Time Off Policy 1 min
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Holidays 1 min
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Hours and Workweek 1 min
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Types and Reasons 2 min
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Settings for Vacation, Personal and Sick Leave 8 min
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Importing Balances 2 min
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Notify Employees 1 min
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Hands On Activity
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Final Step
Creating a Time Off Policy
Learn how to create a time off policy in TriNet, including configuring PTO types, rules, holidays, employee assignments, and balance imports.
This training explains how to create a time off policy in TriNet, beginning from the admin dashboard and walking through how to access the time off app, open Settings, and add a new policy. The video covers selecting the policy type, naming the policy, adjusting the default holidays, adding additional holidays for current and future years, setting work hours and the standard work week, choosing PTO types, editing type names, and adding request reasons. It also demonstrates how to mark reasons as not counted or assign them to PTO buckets, create rules for each PTO type using options such as unlimited, California‑compliant, or custom policy settings, and then import employees into the policy by switching or importing balances as needed.
(16 min.)
