Scenario:
Web Timesheet administrator wants to restrict user's from accruing Paid Time Off during their Sabbatical time off's.

Resolution:
Edit the historical Time off policy set for the specific Paid Time Off (PTO), in the user's profile, and add 2 new policies into it.

1st Policy:

  • Set the Effective Date to the start date of user's Sabbatical time off.
  • Set Balance to Previous balance.
  • Set Accrue to No Accrue.
  • Reset and Advanced settings can remain the same as the existing policy or may vary based on the Administrator's discretion.

2nd Policy:

  • Set the Effective Date to the end date of user's Sabbatical time off.
  • Set Balance to Previous balance.
  • Set accrual as per the initial policy, however, enable the Prorating.
  • Reset and Advanced settings can remain the same as the existing policy or may vary based on the Administrator's discretion.

Following the above steps will restrict the user's from accruing PTO (Paid TimeOff) while they are on a Sabbatical timeoff.

Note:
Sabbatical leaves are the Time offs which are awarded irrespective of their Time off balance, the duration generally being more than a month. For example, Maternity Leave.
Steps to setup the time off policy:

  • Login with administrative privileges
  • Click on the Administration tab from the top menu.
  • Click on Users under the Shortcuts or Users/Departments section from the side menu.
  • Click on the Edit User  icon beside the user's name or double click on the Username.
  • Select the Time Off tab.
  • Locate the Paid TimeOff  enabled for the user.
  • Click on the Edit Historical Policy button and add the 2 policies explained earlier.
  • Click on the Done button and then Save.