An accrual policy is a set of rules that:
Time off policies allow you to allot time off according to your organization’s internal policies, without having to regularly update balances manually. Policies can specify:
Refer to Time off policy scenarios for examples of accrual policies.
When you create a time off type, you can define the default policy or set of policies for that type. When you assign the time off type to a user, the default policy or policies are assigned to the user, effective as of their start date.
For example, imagine each new employee starts with 10 days of vacation time that increases to 12 days after 3 years of service. You can create a set of default policies to reflect these entitlements:
If the user's time off allotment is different than the default settings, you can edit, add, or delete policies at the user level. Each policy has a date associated with it to specify when that policy should take effect.
To create a default policy or set of policies for a time off type:
A policy card displays.
For example, if employees aren't entitled to time off until they've worked a 3 month probation period, you can enter 3 in the first field, and select the Months of service option from the second field.
Refer to How anniversary-based time off policies work for more information on that topic.
All default policies will be assigned when you assign the time off type to a user. You can edit, add, or delete policies at the user level.
If you need to delete a rule, hover your cursor over the rule and click the icon that appears:
Time off policy rules can be assigned to default policies, or can be added to specific policies assigned to users.
There are four types of rules:
For some types, you can assign multiple rules within that category.
Refer to the sections below for details on specific rule options.
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.
You have to set up a time off policy if you need to define a time off type’s balance. If a user can take unlimited time off against a type, no accrual policy is needed.
As long as a time off type is assigned to a user, they can enter time against it. If the type has no policy in effect, the initial time off balance will be zero.
If the error is in a future policy, you can simply edit the policy and make the changes. However, if the policy has already taken effect, it cannot be edited. To correct the error, you can calculate what the user's balance should be, as of today. Then, create a new policy, effective today, with the following rules:
With this new policy in place, the user will have the correct balance and accruals going forward.
Yes. If an accrual and a reset are scheduled for the same day, the reset occurs first, and then the accrual.
You might need to set up a policy like this if, for example, time off accrues monthly on the first of the month, and resets annually on January 1st.
If a reset or accrual is scheduled for the same day as the policy’s effective date, the reset and accrual will both still occur. First the initial balance is set and then the reset and accrual occur.
Yes, employees can use time off on the expiry date, although their balance summary for the booking may indicate that 0 days remain, even if time off is available and expiring that day.