Time off types are set up at the system level, each with a default accrual policy. When you add a user, you can choose which time off types are available to that user. When you assign a time off type to a user, the default policy for that type is automatically assigned. If a user's time off allotments differ from the default accrual policies, you will need to update their accrual policies.
To add or edit time off accrual policies to multiple users at once, you can use the Replicon Import Add-in (RIA).
To edit a user’s time off types and accrual policies:
To allow a user to book time against a particular time off type, you need to enable the time off type for that user.
To prevent a user from using that type in the future, click disable bookings (or remove, if you haven't saved the time off type yet).
To add a new accrual policy for the user:
Then, add the accrual settings, and click Save when you're finished. Refer to How time off policies work (for new time off system) for information on the available settings.
If a policy already exists, the new row will duplicate settings from the preceding policy. Update the settings, and then click Done. Refer to How time off policies work for information on the available settings.
To edit a user's time off policy:
Update the settings, and then click Done. Refer to How time off policies work for information on the available settings.
If you are using Time Attend and Time Off, click the Reset to Defaults button for that time off type, and the new default settings will be applied to that user.
These is no option to apply new defaults in new time off.
In new time off, hover over the right side of an accrual policy tier, and click the icon to delete the whole policy. If you want to remove or change a rule, click the icon that displays when you hover over the top, right-hand corner of that rule.
The effective date for the current policy will be the date when it was assigned, with subsequent policies coming into effect on the anniversary of the user's start date.
If you click the view transactions link for a time off type, you can access all changes that have been made or are scheduled to be made to the balance for that type, up to two years in the future.
If you are using Time Attend and Time Off, you can.