Getting Started for Admins

Recommendations for Rolling Out Time Off

With Sapling's Time Off feature, Admins can create, modify or delete your company's Time Off policies.

We understand the importance of accurately setting up time off policies for team members across the organization. Here we have outlined the best practices for rolling out a new policy via Sapling.

Setting up Time Off (pre-launch) 

Before launching Sapling to your team, there

  1. Download all current Time Off balances from your existing system. Use this template to understand what information you will need to upload into Sapling.
  2. Ensure your Company Holidays are set up. This is crucial to make sure time off requests that include holidays will be marked correctly.
  3. Make a list of the policies you need for different employee groups. You can filter Time Off policies by department, employment classification, and location (for example: you can set up a sick policy for part-time workers who are remote.) 
  4. Get acquainted with Time Off language. Check out our Time Off Tracking Terminology article for any definitions that may be unclear.
  5. Upload balances.
  6. turn on permissions.
  7. Communicate to your team.

Step 1: Set-up Holidays

  • Ensure your company holidays are set-up within your Sapling calendar

Step 2: Confirm Policies

  • Set-up Time Off policies in Sapling
  • These policies will be created in disable status

Step 3: Test and confirm the workflow

  • Allocate a small test group (approx 5 - 10 people)

*Note: This can be done by location, department or team.

Step 4: Launch with a Pilot Group

  • Once comfortable and confident in the workflow, launch with a pilot group of 20 - 50 people
  • Provide clear instructions (a draft template from Sapling is available here)

Step 5: Company wide launch

  • Once you’ve configured the workflow and built a business case, you’ll be all set to launch more broadly

Still no luck? We are here to help!

People Operations can be complex - contact our customer success team to get in touch with you.

Contact Us