Time Off
Why attend this Learning Lab?
Everyone needs a break—and requesting one shouldn’t be the hard part. Join this one-hour Learning Lab to discover how to set up and effectively use Time Off in BambooHR. Time off touches nearly everyone at your organization, which means a policy built wrong follows you all year in the form of off balances, stalled requests, and questions you have to answer twice.
It’ll start with the foundation—building your time off policies and accrual rules—then follow a request all the way through approval so you can see exactly what your employees and managers experience. You’ll leave knowing your setup is right, your balances are accurate, and you can tell at a glance who’s out and when.
In this 60-minute Learning Lab, you’ll learn how to:
- Create and manage time off policies, including accrual rules, carryover, and eligibility
- Assign policies to employees and adjust PTO balances with confidence
- Navigate the request and approval process from both the employee and manager view
- Set up approval workflows, notifications, and company holidays so requests keep moving
- Use Time Off reports to monitor balances, spot trends, and plan around staffing gaps
Then wrap up with a live Q&A—bring your questions and get real-time answers from our product experts!
Who is this live Learning Lab for?
All BambooHR customers are welcome to join! This session is especially valuable for HR admins and account owners who are setting up Time Off for the first time, who inherited policies someone else built, or who want to clean up balances and approval workflows that aren’t working the way they should.
Registration Page: