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.
- Enter the new end date. Select Add New Range to enter an additional range. A new range is added with Start of time fixed at the top and End of time fixed at the bottom.
- Select the calendar icon to select the first end date. The start date of the next range is automatically one day past the previous end date, ensuring that no effective date gaps exist for the ranges.
- 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.
