In Eddy, admin users are able to create their own PTO categories. By default, Eddy has already created Vacation and Sick categories for any company wishing to use Eddy's PTO features. Within these categories, admin users can create PTO Policies.
If you wish to create additional categories (beyond Vacation and Sick), or if you wish to create unpaid time off categories, you can do so by creating a custom PTO category.
Creating a Custom PTO Category Explainer Video:
Navigate to Policies Page
The first step to creating a custom PTO category is to navigate to the PTO Policies page. This page is only accessible to HR Admins. To navigate to the PTO Policies page, click on the Time Off tab on the side navigation (Palm Tree icon) and then click on the Policies subtab.
Create a New PTO Category
Once you click on the Policies subtab, you'll see a screen with all your PTO policies and categories.
To create a new category, click on the blue Add Category button on the top right of the screen.
Clicking on the Add Category button will display a screen where you can input the new category name, select an emoji icon to represent the category, and determine whether this category will be designated as paid or unpaid time off.
By clicking "Save", the category will be created. The new category will appear at the bottom of the page. You may have to scroll down to view it.