{"id":7997,"date":"2021-05-21T13:12:44","date_gmt":"2021-05-21T13:12:44","guid":{"rendered":"https:\/\/clockify.me\/help\/?p=7997"},"modified":"2026-03-12T06:57:11","modified_gmt":"2026-03-12T06:57:11","slug":"create-manage-time-off-policy","status":"publish","type":"post","link":"https:\/\/clockify.me\/help\/track-time-and-expenses\/create-manage-time-off-policy","title":{"rendered":"Create &amp; manage time off policy"},"content":{"rendered":"\n<p>Manage holidays, vacations, and other types of leave, and track accrual and balances.<\/p>\n\n\n\n<div class=\"wp-block-custom-highlight-box custom-box color-green\"><div class=\"box-header\"><svg width=\"20\" height=\"20\" viewBox=\"0 0 24 24\" fill=\"none\"><mask id=\"mask-green\" style=\"mask-type:alpha\" maskUnits=\"userSpaceOnUse\" x=\"0\" y=\"0\" width=\"24\" height=\"24\"><rect width=\"24\" height=\"24\" fill=\"#D9D9D9\"><\/rect><\/mask><g mask=\"url(#mask-green)\"><path d=\"M5 21.0001C4.45 21.0001 3.97917 20.8043 3.5875 20.4126C3.19583 20.0209 3 19.5501 3 19.0001V5.0001C3 4.4501 3.19583 3.97926 3.5875 3.5876C3.97917 3.19593 4.45 3.0001 5 3.0001H13.925L11.925 5.0001H5V19.0001H19V12.0501L21 10.0501V19.0001C21 19.5501 20.8042 20.0209 20.4125 20.4126C20.0208 20.8043 19.55 21.0001 19 21.0001H5ZM9 15.0001V10.7501L18.175 1.5751C18.375 1.3751 18.6 1.2251 18.85 1.1251C19.1 1.0251 19.35 0.975098 19.6 0.975098C19.8667 0.975098 20.1208 1.0251 20.3625 1.1251C20.6042 1.2251 20.825 1.3751 21.025 1.5751L22.425 3.0001C22.6083 3.2001 22.75 3.42093 22.85 3.6626C22.95 3.90426 23 4.1501 23 4.4001C23 4.6501 22.9542 4.89593 22.8625 5.1376C22.7708 5.37926 22.625 5.6001 22.425 5.8001L13.25 15.0001H9ZM11 13.0001H12.4L18.2 7.2001L17.5 6.5001L16.775 5.8001L11 11.5751V13.0001Z\" fill=\"#4CAF50\"><\/path><\/g><\/svg><span class=\"box-label\">Note<\/span><\/div><div class=\"box-content\">\n<p>Time off is a paid feature, which you can enable by\u00a0<a href=\"https:\/\/clockify.me\/pricing\" target=\"_blank\" rel=\"noreferrer noopener\">upgrading<\/a>\u00a0your workspace to Standard, Pro, or Enterprise plan.<\/p>\n<\/div><\/div>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"ratio ratio-16x9\"><iframe loading=\"lazy\" title=\"Time Off - Administration | Clockify Tutorial (2025)\" width=\"800\" height=\"450\" src=\"https:\/\/www.youtube.com\/embed\/t7201q6kubw?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/div>\n<\/div><figcaption class=\"wp-element-caption\">User interface displayed in this video may not correspond to the latest version of the app.<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Create and manage policies<\/h2>\n\n\n\n<div class=\"wp-block-custom-highlight-box custom-box color-indigo\"><div class=\"box-header\"><svg width=\"20\" height=\"20\" viewBox=\"0 0 24 24\" fill=\"none\"><mask id=\"mask-indigo\" style=\"mask-type:alpha\" maskUnits=\"userSpaceOnUse\" x=\"0\" y=\"0\" width=\"24\" height=\"24\"><rect width=\"24\" height=\"24\" fill=\"#D9D9D9\"><\/rect><\/mask><g mask=\"url(#mask-indigo)\"><path d=\"M12 17C12.2833 17 12.5208 16.9042 12.7125 16.7125C12.9042 16.5208 13 16.2833 13 16C13 15.7167 12.9042 15.4792 12.7125 15.2875C12.5208 15.0958 12.2833 15 12 15C11.7167 15 11.4792 15.0958 11.2875 15.2875C11.0958 15.4792 11 15.7167 11 16C11 16.2833 11.0958 16.5208 11.2875 16.7125C11.4792 16.9042 11.7167 17 12 17ZM11 13H13V7H11V13ZM12 22C10.6167 22 9.31667 21.7375 8.1 21.2125C6.88333 20.6875 5.825 19.975 4.925 19.075C4.025 18.175 3.3125 17.1167 2.7875 15.9C2.2625 14.6833 2 13.3833 2 12C2 10.6167 2.2625 9.31667 2.7875 8.1C3.3125 6.88333 4.025 5.825 4.925 4.925C5.825 4.025 6.88333 3.3125 8.1 2.7875C9.31667 2.2625 10.6167 2 12 2C13.3833 2 14.6833 2.2625 15.9 2.7875C17.1167 3.3125 18.175 4.025 19.075 4.925C19.975 5.825 20.6875 6.88333 21.2125 8.1C21.7375 9.31667 22 10.6167 22 12C22 13.3833 21.7375 14.6833 21.2125 15.9C20.6875 17.1167 19.975 18.175 19.075 19.075C18.175 19.975 17.1167 20.6875 15.9 21.2125C14.6833 21.7375 13.3833 22 12 22ZM12 20C14.2333 20 16.125 19.225 17.675 17.675C19.225 16.125 20 14.2333 20 12C20 9.76667 19.225 7.875 17.675 6.325C16.125 4.775 14.2333 4 12 4C9.76667 4 7.875 4.775 6.325 6.325C4.775 7.875 4 9.76667 4 12C4 14.2333 4.775 16.125 6.325 17.675C7.875 19.225 9.76667 20 12 20Z\" fill=\"#3F51B5\"><\/path><\/g><\/svg><span class=\"box-label\">Info<\/span><\/div><div class=\"box-content\">\n<p>Before anyone can request time off, you first need to enable Time off in workspace settings and define a time off policy.<\/p>\n<\/div><\/div>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Open the <strong>three-dots menu<\/strong> at the top left<\/li>\n\n\n\n<li>Choose <strong>Workspace settings<\/strong><\/li>\n\n\n\n<li class=\"translation-block\">Scroll down to the <strong>Time off <\/strong>section<\/li>\n\n\n\n<li class=\"translation-block\">Enable time off<\/li>\n\n\n\n<li class=\"translation-block\">Choose if <strong>Regular users can see Time off outside their teams<\/strong> (optional)<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"414\" src=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2021\/05\/Enable-time-off.gif\" alt=\"\" class=\"wp-image-30227\"\/><\/figure>\n\n\n\n<p>To access all your policies and create new ones:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"translation-block\">Open the <strong>Time off<\/strong> page from the sidebar<\/li>\n\n\n\n<li class=\"translation-block \">Click on the <strong>Settings<\/strong> icon<\/li>\n\n\n\n<li>Choose if you\u2019d like to manage or create holiday or time off policies<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"263\" src=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2021\/05\/Manage-time-off-setting-1024x263.png\" alt=\"\" class=\"wp-image-30229\" srcset=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2021\/05\/Manage-time-off-setting-1024x263.png 1024w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2021\/05\/Manage-time-off-setting-300x77.png 300w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2021\/05\/Manage-time-off-setting-768x197.png 768w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2021\/05\/Manage-time-off-setting-18x5.png 18w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2021\/05\/Manage-time-off-setting.png 1200w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><br>You can have multiple policies, one for each type of employee.<\/p>\n\n\n\n<p>Each policy has several fields that affects only that policy:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><thead><tr><td><strong>Policy setting<\/strong><\/td><td><strong>Definition<\/strong><\/td><\/tr><\/thead><tbody><tr><td><strong>Assignee<\/strong><\/td><td>People who can request time off based on this policy.<\/td><\/tr><tr><td><strong>Time unit<\/strong><\/td><td>Can be days or hours.<\/td><\/tr><tr><td><strong>Requires approval<\/strong><\/td><td>If enabled, team members need to submit time off requests for approval. <br><br>If left unchecked, all requests are automatically approved when submitted.<\/td><\/tr><tr><td><strong>Balance expiry<\/strong><\/td><td><strong>Never expires (default)<\/strong>: Balance for this policy won\u2019t have a start or end date and won\u2019t expire.<br><strong>Has expiry dates: <\/strong>Accrual and every balance for this policy need to have a start and end date defined.<\/td><\/tr><tr><td><strong>Automatically accrues<\/strong><\/td><td>When enabled, all active policy members will automatically receive a set number of days or hours on their balance, with a set start and expiry date. <br><br>Clockify sends notification when an accrual period is changed or expires.<\/td><\/tr><tr><td><strong>Start\/end date<\/strong><\/td><td>Defined timeframe when the time off balance can be used.<\/td><\/tr><tr><td><strong>Allow negative balance<\/strong><\/td><td>If checked, team members can request time off even if they don&#8217;t have enough available days\/hours (e.g. for Sick leave). <br><br>You can also limit the number of allowed negative balance.<\/td><\/tr><tr><td><strong>Limit to number of days per period of time<\/strong><\/td><td>Set a limit to a number of days a user can request per defined period.<\/td><\/tr><tr><td><strong>Reset negative balance<\/strong><\/td><td>If enabled, the negative balance will reset at the end of the year to automatically clear all negative time off and return the balance to 0 at the end of each year.<\/td><\/tr><tr><td><strong>Allow half day<\/strong><\/td><td>If enabled, team members can request for a half-day leave, choose the first or second half of a day off for any number of days.<\/td><\/tr><tr><td><strong>Hours<\/strong><\/td><td>If enabled, team members can request for time off in hours instead of days. <\/td><\/tr><tr><td><strong>Automatically create time entries<\/strong><\/td><td>Automatically create time off and holiday entries. <br>Track approved time off requests and holidays with the project you choose.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"translation-block\"><\/p>\n\n\n\n<div class=\"wp-block-custom-highlight-box custom-box color-green\"><div class=\"box-header\"><svg width=\"20\" height=\"20\" viewBox=\"0 0 24 24\" fill=\"none\"><mask id=\"mask-green\" style=\"mask-type:alpha\" maskUnits=\"userSpaceOnUse\" x=\"0\" y=\"0\" width=\"24\" height=\"24\"><rect width=\"24\" height=\"24\" fill=\"#D9D9D9\"><\/rect><\/mask><g mask=\"url(#mask-green)\"><path d=\"M5 21.0001C4.45 21.0001 3.97917 20.8043 3.5875 20.4126C3.19583 20.0209 3 19.5501 3 19.0001V5.0001C3 4.4501 3.19583 3.97926 3.5875 3.5876C3.97917 3.19593 4.45 3.0001 5 3.0001H13.925L11.925 5.0001H5V19.0001H19V12.0501L21 10.0501V19.0001C21 19.5501 20.8042 20.0209 20.4125 20.4126C20.0208 20.8043 19.55 21.0001 19 21.0001H5ZM9 15.0001V10.7501L18.175 1.5751C18.375 1.3751 18.6 1.2251 18.85 1.1251C19.1 1.0251 19.35 0.975098 19.6 0.975098C19.8667 0.975098 20.1208 1.0251 20.3625 1.1251C20.6042 1.2251 20.825 1.3751 21.025 1.5751L22.425 3.0001C22.6083 3.2001 22.75 3.42093 22.85 3.6626C22.95 3.90426 23 4.1501 23 4.4001C23 4.6501 22.9542 4.89593 22.8625 5.1376C22.7708 5.37926 22.625 5.6001 22.425 5.8001L13.25 15.0001H9ZM11 13.0001H12.4L18.2 7.2001L17.5 6.5001L16.775 5.8001L11 11.5751V13.0001Z\" fill=\"#4CAF50\"><\/path><\/g><\/svg><span class=\"box-label\">Note<\/span><\/div><div class=\"box-content\">\n<p>Keep in mind that new days added to a balance will not automatically clear a negative balance. They will simply be added to the total amount available. Any &#8220;leftover&#8221; amount will appear as a separate negative balance. <\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"254\" height=\"248\" src=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-11.39.06.png\" alt=\"\" class=\"wp-image-18321\" style=\"width:158px;height:auto\" srcset=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-11.39.06.png 254w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-11.39.06-12x12.png 12w\" sizes=\"auto, (max-width: 254px) 100vw, 254px\" \/><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"331\" src=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-11.39.57.png\" alt=\"\" class=\"wp-image-18322\" style=\"width:251px;height:auto\" srcset=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-11.39.57.png 497w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-11.39.57-300x200.png 300w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/05\/Screenshot-2024-05-16-at-11.39.57-18x12.png 18w\" sizes=\"auto, (max-width: 497px) 100vw, 497px\" \/><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"896\" height=\"1420\" src=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2021\/05\/Screenshot-2025-11-06-at-12.53.02.png\" alt=\"\" class=\"wp-image-26908\" style=\"width:259px;height:auto\" srcset=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2021\/05\/Screenshot-2025-11-06-at-12.53.02.png 896w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2021\/05\/Screenshot-2025-11-06-at-12.53.02-189x300.png 189w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2021\/05\/Screenshot-2025-11-06-at-12.53.02-646x1024.png 646w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2021\/05\/Screenshot-2025-11-06-at-12.53.02-768x1217.png 768w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2021\/05\/Screenshot-2025-11-06-at-12.53.02-8x12.png 8w\" sizes=\"auto, (max-width: 896px) 100vw, 896px\" \/><\/figure>\n<\/div>\n<\/div>\n\n\n\n<h3 class=\"wp-block-heading\">Manage time off balance<\/h3>\n\n\n\n<p>Clockify also allows you to manage when and how time off balances can be used by your team members. <\/p>\n\n\n\n<p><strong>Set policy expiration<\/strong><\/p>\n\n\n\n<p class=\"translation-block\">You can define if the balance for a specific time off policy <strong>expires<\/strong> or <strong>never expires<\/strong>. This setting affects all users under that policy. <\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"translation-block\">Go to <strong>Time off<\/strong> page and open <strong>Manage policies<\/strong> in <strong>Settings<\/strong><br><\/li>\n\n\n\n<li class=\"translation-block\">Click <strong>Edit <\/strong>next to the policy you want to change<br><\/li>\n\n\n\n<li class=\"translation-block\">Go to the <strong>Balance expiry<\/strong> section and choose one of two options: \n<ul class=\"wp-block-list\">\n<li class=\"translation-block\"><strong>Never expires<\/strong> (default)<br>Balance doesn&#8217;t have expiry date<\/li>\n\n\n\n<li class=\"translation-block\"><strong>Has expiry dates<\/strong><br>All future accruals and balances for this policy require defined <strong>start<\/strong> and <strong>end<\/strong> date<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n<p><strong>Important to note<\/strong>:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"translation-block\">If you switch policy to <strong>Never expires<\/strong>, all existing start and end dates on user balances will be removed<\/li>\n\n\n\n<li class=\"translation-block\">If you switch policy to <strong>Has expiry dates<\/strong>, all existing balances get a start date of today and all future balances will require a start and end date <\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Manage user&#8217;s balance<\/h3>\n\n\n\n<p>Owners and admins can apply a specific validity period (start and end date) to any user&#8217;s balance. This makes sure that users request time off during a specific timeframe. Once the period ends, the balance will expire and be automatically removed.<\/p>\n\n\n\n<p>To add or edit user&#8217;s balance:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"translation-block\">Go to the <strong>Time off<\/strong> page and open the <strong>Balance<\/strong> tab <\/li>\n\n\n\n<li class=\"translation-block\">Choose policy at the top of the page<br>If you&#8217;d like the page to display information based on users, choose <strong>User<\/strong> at the dropdown<br><img loading=\"lazy\" decoding=\"async\" width=\"350\" height=\"330\" class=\"wp-image-26123\" style=\"width: 350px;\" src=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2021\/05\/Screenshot-2025-09-15-at-14.49.22.png\" alt=\"\" srcset=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2021\/05\/Screenshot-2025-09-15-at-14.49.22.png 838w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2021\/05\/Screenshot-2025-09-15-at-14.49.22-300x283.png 300w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2021\/05\/Screenshot-2025-09-15-at-14.49.22-768x724.png 768w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2021\/05\/Screenshot-2025-09-15-at-14.49.22-13x12.png 13w\" sizes=\"auto, (max-width: 350px) 100vw, 350px\" \/> <\/li>\n\n\n\n<li class=\"translation-block\">Click <strong>Manage balance<\/strong> from the three-dots menu next to the user&#8217;s name<\/li>\n\n\n\n<li class=\"translation-block\">In <strong>Manage balance<\/strong> popup: <br>&#8211; Enter number of days added to balance<br>&#8211; Define timeframe for the balance to be valid<br>&#8211; Optionally add notes<br><img loading=\"lazy\" decoding=\"async\" width=\"450\" height=\"536\" class=\"wp-image-26907\" style=\"width: 450px;\" src=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2021\/05\/Screenshot-2025-11-06-at-12.45.35.png\" alt=\"\" srcset=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2021\/05\/Screenshot-2025-11-06-at-12.45.35.png 1072w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2021\/05\/Screenshot-2025-11-06-at-12.45.35-252x300.png 252w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2021\/05\/Screenshot-2025-11-06-at-12.45.35-859x1024.png 859w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2021\/05\/Screenshot-2025-11-06-at-12.45.35-768x916.png 768w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2021\/05\/Screenshot-2025-11-06-at-12.45.35-10x12.png 10w\" sizes=\"auto, (max-width: 450px) 100vw, 450px\" \/><\/li>\n\n\n\n<li class=\"translation-block\">Click <strong>Add<\/strong> to save changes<\/li>\n<\/ol>\n\n\n\n<div class=\"wp-block-custom-highlight-box custom-box color-blue\"><div class=\"box-header\"><svg width=\"20\" height=\"20\" viewBox=\"0 0 24 24\" fill=\"none\"><mask id=\"mask0_1_85240\" style=\"mask-type:alpha\" maskUnits=\"userSpaceOnUse\" x=\"0\" y=\"0\" width=\"24\" height=\"24\"><rect width=\"24\" height=\"24\" fill=\"#D9D9D9\"><\/rect><\/mask><g mask=\"url(#mask0_1_85240)\"><path d=\"M8.275 7.72461L5.275 4.72461L6.7 3.29961L9.7 6.29961L8.275 7.72461ZM12 5.34961V1.09961H14V5.34961H12ZM19.275 18.7246L16.275 15.7246L17.7 14.2996L20.7 17.2996L19.275 18.7246ZM17.7 7.72461L16.275 6.29961L19.275 3.29961L20.7 4.72461L17.7 7.72461ZM18.65 11.9996V9.99961H22.9V11.9996H18.65ZM5.125 21.6996L2.3 18.8746C2.1 18.6746 2 18.4413 2 18.1746C2 17.9079 2.1 17.6746 2.3 17.4746L11.375 8.37461C11.9583 7.79128 12.6667 7.49961 13.5 7.49961C14.3333 7.49961 15.0417 7.79128 15.625 8.37461C16.2083 8.95794 16.5 9.66628 16.5 10.4996C16.5 11.3329 16.2083 12.0413 15.625 12.6246L6.525 21.6996C6.325 21.8996 6.09167 21.9996 5.825 21.9996C5.55833 21.9996 5.325 21.8996 5.125 21.6996ZM5.825 19.5996L12.1 13.3246L10.675 11.9246L4.425 18.1746L5.825 19.5996Z\" fill=\"#03A9F4\"><\/path><\/g><\/svg><span class=\"box-label\">Tip<\/span><\/div><div class=\"box-content\">\n<p>You can also click Add next to a user&#8217;s name in the list to open the same popup.<\/p>\n<\/div><\/div>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"65\" src=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2021\/05\/Screenshot-2025-09-15-at-14.41.45-1024x65.png\" alt=\"\" class=\"wp-image-26122\" style=\"width:536px;height:auto\" srcset=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2021\/05\/Screenshot-2025-09-15-at-14.41.45-1024x65.png 1024w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2021\/05\/Screenshot-2025-09-15-at-14.41.45-300x19.png 300w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2021\/05\/Screenshot-2025-09-15-at-14.41.45-768x49.png 768w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2021\/05\/Screenshot-2025-09-15-at-14.41.45-1536x98.png 1536w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2021\/05\/Screenshot-2025-09-15-at-14.41.45-18x1.png 18w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2021\/05\/Screenshot-2025-09-15-at-14.41.45.png 1564w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"translation-block\">When a user requests time off, Clockify always deducts days from the balance that is expiring the soonest.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Bulk add balances<\/h4>\n\n\n\n<p>You can add balances to multiple users on a single policy at once. <\/p>\n\n\n\n<p>To do that: <\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"translation-block\">Go to the <strong>Time off<\/strong> page and open the <strong>Balance<\/strong> tab<\/li>\n\n\n\n<li class=\"translation-block\">Check the box next to each team member you want to edit, or click <strong>Team member<\/strong><\/li>\n\n\n\n<li>It will select all the members listed<\/li>\n\n\n\n<li class=\"translation-block\">Click <strong>Add to balance<\/strong><br><img loading=\"lazy\" decoding=\"async\" width=\"400\" height=\"342\" class=\"wp-image-26121\" style=\"width: 400px;\" src=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2021\/05\/Screenshot-2025-09-15-at-14.37.06.png\" alt=\"\" srcset=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2021\/05\/Screenshot-2025-09-15-at-14.37.06.png 1194w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2021\/05\/Screenshot-2025-09-15-at-14.37.06-300x257.png 300w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2021\/05\/Screenshot-2025-09-15-at-14.37.06-1024x876.png 1024w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2021\/05\/Screenshot-2025-09-15-at-14.37.06-768x657.png 768w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2021\/05\/Screenshot-2025-09-15-at-14.37.06-14x12.png 14w\" sizes=\"auto, (max-width: 400px) 100vw, 400px\" \/><\/li>\n\n\n\n<li class=\"translation-block\">Enter number of days and timeframe and click <strong>Add<\/strong> to complete the process<\/li>\n<\/ol>\n\n\n\n<h4 class=\"wp-block-heading\">Balance history and notifications<\/h4>\n\n\n\n<p class=\"translation-block\">You can view a user&#8217;s balance history for a specific policy by selecting <strong>History<\/strong> from the three-dot menu next to their name.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"371\" src=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2021\/05\/Screenshot-2025-09-15-at-14.57.34-1024x371.png\" alt=\"\" class=\"wp-image-26124\" style=\"width:618px;height:auto\" srcset=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2021\/05\/Screenshot-2025-09-15-at-14.57.34-1024x371.png 1024w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2021\/05\/Screenshot-2025-09-15-at-14.57.34-300x109.png 300w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2021\/05\/Screenshot-2025-09-15-at-14.57.34-768x278.png 768w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2021\/05\/Screenshot-2025-09-15-at-14.57.34-1536x557.png 1536w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2021\/05\/Screenshot-2025-09-15-at-14.57.34-18x7.png 18w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2021\/05\/Screenshot-2025-09-15-at-14.57.34.png 1594w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>When a user&#8217;s balance is updated (either manually or automatically through accrual), they will receive an email with details about the new validity period.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Archive policies<\/h2>\n\n\n\n<p class=\"translation-block\">You can <strong>archive <\/strong>policies that are no longer used (e.g. Vacation 2021).<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Click on the three dots next to the policy<\/li>\n\n\n\n<li class=\"translation-block\">Choose <strong>Archive<\/strong> from the dropdown<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"497\" height=\"329\" src=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/06\/Screenshot-2024-06-30-at-16.33.06.png\" alt=\"\" class=\"wp-image-19010\" style=\"width:380px\" srcset=\"https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/06\/Screenshot-2024-06-30-at-16.33.06.png 497w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/06\/Screenshot-2024-06-30-at-16.33.06-300x199.png 300w, https:\/\/clockify.me\/help\/wp-content\/uploads\/2024\/06\/Screenshot-2024-06-30-at-16.33.06-18x12.png 18w\" sizes=\"auto, (max-width: 497px) 100vw, 497px\" \/><\/figure>\n\n\n\n<p class=\"translation-block\">You can <strong>restore<\/strong> or <strong>delete<\/strong> the policies in the same way.<\/p>\n\n\n\n<div class=\"wp-block-custom-highlight-box custom-box color-green\"><div class=\"box-header\"><svg width=\"20\" height=\"20\" viewBox=\"0 0 24 24\" fill=\"none\"><mask id=\"mask-green\" style=\"mask-type:alpha\" maskUnits=\"userSpaceOnUse\" x=\"0\" y=\"0\" width=\"24\" height=\"24\"><rect width=\"24\" height=\"24\" fill=\"#D9D9D9\"><\/rect><\/mask><g mask=\"url(#mask-green)\"><path d=\"M5 21.0001C4.45 21.0001 3.97917 20.8043 3.5875 20.4126C3.19583 20.0209 3 19.5501 3 19.0001V5.0001C3 4.4501 3.19583 3.97926 3.5875 3.5876C3.97917 3.19593 4.45 3.0001 5 3.0001H13.925L11.925 5.0001H5V19.0001H19V12.0501L21 10.0501V19.0001C21 19.5501 20.8042 20.0209 20.4125 20.4126C20.0208 20.8043 19.55 21.0001 19 21.0001H5ZM9 15.0001V10.7501L18.175 1.5751C18.375 1.3751 18.6 1.2251 18.85 1.1251C19.1 1.0251 19.35 0.975098 19.6 0.975098C19.8667 0.975098 20.1208 1.0251 20.3625 1.1251C20.6042 1.2251 20.825 1.3751 21.025 1.5751L22.425 3.0001C22.6083 3.2001 22.75 3.42093 22.85 3.6626C22.95 3.90426 23 4.1501 23 4.4001C23 4.6501 22.9542 4.89593 22.8625 5.1376C22.7708 5.37926 22.625 5.6001 22.425 5.8001L13.25 15.0001H9ZM11 13.0001H12.4L18.2 7.2001L17.5 6.5001L16.775 5.8001L11 11.5751V13.0001Z\" fill=\"#4CAF50\"><\/path><\/g><\/svg><span class=\"box-label\">Note<\/span><\/div><div class=\"box-content\">\n<p>When you archive a policy, all balances and requests remain, but team members can&#8217;t choose the archived policy when requesting time off. Deleting a policy deletes all the requests and balances for that policy.<\/p>\n<\/div><\/div>\n\n\n\n<div class=\"wp-block-group related-articles\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<h3 class=\"wp-block-heading\">Related articles<\/h3>\n\n\n\n<ul class=\"wp-block-list related-articles-list\">\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/help\/track-time-and-expenses\/track-holidays-time-off\">Track holidays &amp; time off<\/a><\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/help\/track-time-and-expenses\/manage-non-working-days\">Manage non-working days<\/a><\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/help\/track-time-and-expenses\/request-time-off\">Request time off<\/a><\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/help\/track-time-and-expenses\/accrue-time-off\">Accrue time off<\/a><\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/help\/track-time-and-expenses\/approve-time-off\">Approve time off<\/a><\/li>\n\n\n\n<li class=\"translation-block\"><a href=\"https:\/\/clockify.me\/help\/track-time-and-expenses\/export-time-off\">Export time off<\/a><\/li>\n<\/ul>\n<\/div><\/div>\n","protected":false},"excerpt":{"rendered":"Manage holidays, vacations, and other types of leave, and track accrual and bala&#8230;","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_helpful_status":1,"_searchwp_excluded":"","footnotes":""},"categories":[62],"tags":[],"class_list":["post-7997","post","type-post","status-publish","format-standard","hentry","category-time-off"],"acf":[],"featured_image_src":null,"author_info":{"display_name":"aleksandar.olic","author_link":"https:\/\/clockify.me\/help\/author\/aleksandar-olic"},"_links":{"self":[{"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/posts\/7997","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/comments?post=7997"}],"version-history":[{"count":140,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/posts\/7997\/revisions"}],"predecessor-version":[{"id":30237,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/posts\/7997\/revisions\/30237"}],"wp:attachment":[{"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/media?parent=7997"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/categories?post=7997"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/clockify.me\/help\/wp-json\/wp\/v2\/tags?post=7997"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}