Creating a Time Off Policy

Course 12 of 39 in Admin Essentials

Learn how to create a time off policy in TriNet, including configuring PTO types, rules, holidays, employee assignments, and balance imports.

Course Overview

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. Finally, the video shows how to upload time off data when required, review the employee notification email, choose whether to send or skip it, and view the newly created policy in the settings page.

(19 min.)

Curriculum19 min

Let's Dive In!
Creating a Time Off Policy 1 min
Holidays 1 min
Hours and Workweek 1 min
Types and Reasons 2 min
Settings for Vacation, Personal and Sick Leave 10 min
Importing Balances 3 min
Notify Employees 1 min
Hands On Activity
Final Step

Course Overview

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. Finally, the video shows how to upload time off data when required, review the employee notification email, choose whether to send or skip it, and view the newly created policy in the settings page.

(19 min.)

Curriculum19 min

Let's Dive In!
Creating a Time Off Policy 1 min
Holidays 1 min
Hours and Workweek 1 min
Types and Reasons 2 min
Settings for Vacation, Personal and Sick Leave 10 min
Importing Balances 3 min
Notify Employees 1 min
Hands On Activity
Final Step