A time off policy defines how accruals, usages, balances, and carryover amounts are applied to an employee's time off information. A time off policy can give accruals based on year-to-date hours or lifetime hours. Typical policies include paid time off, vacation, and sick. Individual time off policies are assigned to policy groups, which are then assigned to employees. The settings in a policy apply to all employees under the policy.
Different transaction types affect different balances.
| Transaction Type | Balance Affected |
|---|---|
| Accrual | Current |
| Carry Over | Carry Over, Current |
| Carry Over Adjustment | Carry Over, Current (Negative) |
| Import Carry Over | Carry Over, Current |
| Usage | Current (Negative) |
| Rollover | Current |
| Manual | Current (Positive or Negative) |
| Pending | Pending |
| Pending Carry Over | Pending |
| Pending Release | Current and Pending |
Important:
- It is strongly recommended to track policies in hours.
- If you need to make changes to a policy, be sure to review Important Considerations for Policy Changes to prevent unintended changes to historical data.
To copy a policy, on the Time Off Policy page select Copy Time Off Policy from the Actions column for the specific policy. Enter a name for the new policy and select Save.
To edit the ranges of a policy, select Edit Ranges from the Actions column for the specific policy. (Ranges allow for changing rules within the same policy. For example, if company policies or union agreements change, the accrual amounts can be changed without having to create and assign a new policy.) The Edit Ranges pop-up window appears. Enter the new start and end dates; select Add New Range to enter an additional set of start and end dates, if necessary. Select Save.
When editing a time off policy, each section name listed at the top of the page is a link that takes you to that page.
