About the starting policy rules in time off policies

This topic applies to our new time off system only.

Starting policy rules determine the policy's balance at the policy effective date. Refer to the sections below for details on specific rule options. They can be added to default policies in time off types, or can be added to specific policies assigned to users.

Refer to the sections below for details on specific rule options.

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

These rules determine the balance as of the policy effective date. There are currently three rules available – you can only add one.

  • 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.