About the starting policy rules in time off policies

This topic applies to our new time off system only.

Select these links for information about the accrual rules, limitation rules, and validation rules in time off policies.

If you have purchased an Enterprise-level product, we can work with you to create fully customized accrual rules. Contact your Customer Success Manager for more information.

Starting policy rules determine the policy's balance at the policy effective date. They can be added to default policies in time off types, or can be added to specific policies assigned to users.

There are currently three rules available – you can only add one per policy.

  • Starting Balance Carry Over
    The preceding policy’s end balance will be the new policy's starting balance, but only up to the amount you enter
  • Starting Balance Set To
    The balance will be set to the amount you enter
  • Starting Balance Set To with Expiry
    The balance will be set to the amount you enter, and you can specify an expiry date for that starting amount. This is typically used if you're moving balance hours into Replicon that are associated with an expiry date.

    You can choose to pay out expired hours to the employee. Note that the payout option is only available if you're using hours as a unit, not days.

Related links

Setting up time off types
Adding default time off accrual policies (for new time off system)
About the accrual rules in time off policies
Assigning time off types and accrual policies to users
How anniversary-based time off policies work