How to Create Time Off Request Policies
Creating your Time Off Request policies is simple. Follow these steps to get started:
Access Your Company Settings Log into your goLance account and click on My Companies at the top of the page. Select your company, then navigate to the Time Off Settings tab.
Select a Policy Category Choose the policy category you wish to create (e.g., Vacation, Sick Leave) and click Add Policy.
Enter Policy Details Complete all required fields regarding the policy name and description, then click Next.
Configure Allowance Details Input the specific details regarding the time off allowance, such as accrual rates or annual limits.
Set Rules and Instructions (Optional) Add any specific request rules or instructions for your team if necessary. If not, simply click Next.
Assign an Approver Select the company member responsible for approving requests for this specific policy. Once selected, click Add Policy at the bottom.
Manage Your Policy Your new policy will now appear in the list. From here, you can view, edit, activate, or deactivate it as needed.
Activate and Enroll If you are ready to go, Activate the policy. You can then begin enrolling your contractors and setting their individual allowances.
Enroll Freelancers Select the freelancers you wish to add, enter their starting balance, and click Enroll. You can remove and re-add members at any time if adjustments are needed.
Need Help? We hope this guide was helpful! If you have questions or need additional assistance, please contact our support team through the goLance chatbot. Our team is happy to provide further guidance.