You need to first create paygrades and import your employees before you set up policies.
Create leave policies on PaidHR
Select Requests from the sidebar menu.
Under Leaves, click view.
Select Leave Policies.
Click on Create new policy.
You will have to fill a series of forms to create a new policy.
In the first form, provide the following details.
The leave policy name.
Indicate if employees can apply for the leave.
Specify if it is a paid leave.
Specify if the policy is gender-specific.
Choose the perks that go along with this policy.
Click Next to move to the next screen.
In this form, you will be asked to choose which paygrades you want to be eligible for the leave.
Select relevant paygrades.
Specify the total number of days each year that is allowed for leave
Specify if employees will go through a waiting period before they start accruing leave days.
Specify if there is a limit to the number of days your employees can carry over from year to year.
Specify the the notice period between the leave request date and leave start date.
Click Next to move to the next screen.
In this form, you will be asked to set new starting balances for the leave policy.
Specify how many days you want each employee in your selected paygrades to start with.
Click Finish to create your new leave policy.
Create loan policies on PaidHR
Select Requests from the side bar menu.
Under Loans, click view.
Select Policies.
Click on Create new policy.
You will be asked to fill out two forms to create a new loan policy for your organization.
In the first form, provide the following information.
The policy name.
Specify if employees can apply for the loan.
Click Next to move to the next screen.
In the second form, you will be asked to choose which paygrades are eligible for the loan.
Select relevant paygrades.
Specify the percentage of gross earnings or amount that can be taken out as a loan.
Click Finish to create your loan policy.
Create exit policies on PaidHR
Select Requests from the side bar menu.
Under Exits, click view.
Select Policies.
Click on Create new policy.
You will be asked to fill out two forms to create a new exit policy for your organization.
In the first form, provide the following information.
The policy name.
Specify if employees are eligible for the policy when making an exit request.
Choose an exit survey for employees to fill when their exit request is approved.
Click Next to move to the next screen.
In the second form, you will be asked to choose which paygrades are eligible for the exit request.
Specify the years of service required for an employee to be included in the policy.
Specify the set age that must be attained for an employee to be included in the policy.
Specify the notice period between the request date and the exit date.
Click Finish to create your exit policy.
Create document policy
Select Requests from the side bar menu.
Under Documents, click view.
Select Policies.
Click on Create new policy.
You will be asked to fill out three forms to create a new exit policy for your organization.
In the first form, provide the following details.
Policy name
Specify if eligible employees can select the policy when making a document request.
Click Next to move to the next screen.
Now, you will be asked to customize your document template. Click Next once you create your template.
You will be asked to choose which paygrades can use the policy.
Select relevant paygrades.
Click Finish to create your new document policy.