How to use the Time Off tab

1. Setting up your leave types

Open Time Off from the menu, or from the Time Off button on the Payroll page. Fourteen common types are already there.

1. 1Look down the list: vacation, sick, personal, comp time, holiday, bereavement, jury duty, military leave, family leave, medical leave, workers' comp injury days, light duty, unpaid leave and unexcused absence.
2. 2Add your own type any time — give it a name and the rules below.
3. 3For each type say whether it is paid, and at what share of the worker's normal rate (light duty is often paid at a reduced rate).
4. 4Say whether it draws from a balance, how it builds up (so many hours per hour worked, per pay run, or a flat grant once a year), the most they can earn in a year, how much carries into next year, and whether unused hours get paid out.
5. 5Tick whether a doctor's note or other document is required, and whether the type counts toward the 12-week family and medical leave total.

Workers' comp days and light duty are kept separate on purpose — those feed your insurance audit and injury records.

2. Getting a day off into the system

Four ways in, all landing in the same list for you to approve.

1. 1The employee link: send it once by text or email. The worker picks the dates and the type, adds a note or a photo of a doctor's note, and submits. No login, no account.
2. 2The printable form: print it with your business name on it, have them fill it in, and type it in yourself.
3. 3A photo: snap or scan a handwritten request and it is read for you.
4. 4Straight in: you enter it yourself — fastest when they just phone you.

3. Approving requests

1. 1New requests arrive as Pending: who, which type, which dates, how many hours, their current balance, and a warning if it would put them below zero.
2. 2Click Approve or Decline. You can add a reason, and the worker gets an email back if they left an address.
3. 3Approved paid leave inside a pay period comes into the next pay run by itself — no double entry, and the balance comes down only when the pay is saved.

Whether a worker is allowed to go below zero is your choice — there is a setting for it.

4. Seeing where everyone stands

1. 1The balances board shows every worker, every type, what they have now, what is waiting on your approval, and what they have already taken this year.
2. 2The month view shows who is off and when, so you can spot a week with nobody on the crew.
3. 3Each worker has their own history — every day taken, every adjustment, with dates and notes.
4. 4Reports run for any two dates, by type or by worker, with workers' comp days and light duty broken out for your insurance audit.
5. 5Once a year, run the rollover: carry balances over, cap them, or pay them out — with your confirmation before anything changes.

EZMunny flags what needs a decision. It will not decide leave law — state sick-leave rules, family leave eligibility and workers' comp are still yours (or your attorney's) to judge.