For customers of our PTO module.
In Built, you can create or edit a PTO policy for family leave, configuring settings based on regional labor laws, individual eligibility, and your organization’s approval processes. This article explains how to create and assign a family leave policy.
To create the policy:
Note: Only Company Admins and HR Admins can manage and configure PTO policies. To learn more, please refer to: Understanding User Roles & Permissions.
Click your company name at the top of the main navigation, then click Company Settings.
Click the Paid Time Off tab.
Click the Add PTO Policy button.
Select the policy type Lump Sum. Click Next.
Note: You’ll want to create a Lump Sum Policy for an FMLA because benefits are normally granted annually, typically all at once on a specified date. While this is true for many standard family leave policies, if needed, you can create an alternative policy type: Scheduled Accruals, Accrue by Hours Worked, or Unlimited.
Enter a policy name, such as "FMLA."
Add employee instructions if you’d like, and continue completing the form.
Confirm if there’s a new hire waiting period.
Note: The FMLA guidelines can provide additional information when creating your organization's policy.
Choose when account balances reset, selecting January 1 or the employee hire date, depending on your needs.
Set the earned hours per year to 0 for FMLA policies where hours are not automatically earned.
Review and configure the remaining settings. The default options should suffice for an FMLA policy.
Click Save.
Once added, you can edit a policy by clicking on its name in the PTO Policy list.
Assigning a Policy
With the policy now configured, click on the arrow next to the policy name and then click Assign Policy. Remove the policy from all individuals except those you need to track family leave time for now, then click Save. You can assign this policy to others on a case-by-case basis as needed.
Note: When assigning PTO policies, you can choose to automatically apply policies as new profiles are created.
Initializing or updating PTO balances will enable individuals to view policy details and initiate a request in their account to spend their hours. You can also configure a person's PTO account, adjusting settings for individuals if needed.
When a person no longer needs FMLA hours, you may choose to hide the policy from the individual. Hiding a PTO policy allows you to maintain the policy history but no longer display it to individual.
Please contact our Customer Success Team for additional assistance.
Additional Resources