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How to create and manage time off policies using U.S. Bank payroll.

You can easily set up and manage your team’s time-off policies. Right now, you’re able to create one unlimited sick policy and one unlimited vacation policy. Continue to check back as we upgrade the options for paid time off. 

How to create time off policies for payroll in online banking

  1. From the upper right select Business tools and then Payroll.
  2. Within the Payroll dashboard select the three dots to the right and choose Time off policies
  3. Select Create policy under the policy type you'd like to add. 
  4. Enter the Policy details and Accrual details, then select Continue
  5. Complete each section of the Policy settings and select Create policy.

How to manage time off policies for payroll in online banking

  1. From the upper right select Business tools and then Payroll.
  2. Within the Payroll dashboard select the three dots to the right and choose Time off policies
  3. To edit a policy.
    1. Select the name of the policy.
    2. Choose Edit to the right of the what you'd like to change.
    3. Enter your updates and select Save changes
  4. To delete a policy.
    1. Select the name of the policy.
    2. Choose Delete policy under the enrolled employees section.
    3. Select Yes, delete to confirm. 
  5. To add employees to a policy.
    1. Select the name of the policy.
    2. Choose Edit to the right of Enrolled employees.
    3. Checkmark the employee and select Save employees.
  6. To remove employees from a policy.
    1. Select the name of the policy.
    2. Choose the three dots to the right of the employee.
    3. Select Yes, remove to confirm. 

See also, How to run a regular payroll using U.S. Bank Payroll