Time off enhancements

We’re in the process of launching some improvements to our time off functionality. Refer to the sections below for information on all of the enhancements and other changes that will soon be available in your system.

 

Improvements

The ability to add and edit policies for past dates

Previously, if you wanted to change time off amounts for dates in the past, you had to use the add adjustment option available on the Payroll Time Off > Time Off Balances tab. With this update, you can edit past policy settings, so you can correct allotment errors.

 

    Configurable maximum overdraw settings

     

    Maximum overdraw is now defined by a validation rule that you can assign to any time off policy. Previously, the overdraw limit was a 0 hour balance, by default. Now, you can assign a custom overdraw limit.

    Since the maximum overdraw option is now assigned at the policy level, you can assign and customize the overdraw limit on a user by user basis.

     

      Bi-weekly accruals and resets

      You can now choose to have policies accrue or reset every other week or both, on the day of the week you choose. The existing frequency options are still available.

       

        Clearer balance history

         

        In a user’s balance history tables, a single date now displays for each transaction – the date the transaction took effect (e.g. the day of the vacation or of the accrual).

        Previously, the date when a booking was added displayed in the Date column, and the date of the booking or balance addition appeared in brackets after the action.

        In addition, reset actions now show the amount that was lost due to the reset. And, if you edit a past booking, only the overall balance change will show. In the past, a debit that removed the booking and a credit that showed hours added displayed whenever a booking was edited.

         

         

        Other changes

        No more manual adjustments

         

        Payroll managers can no longer make manual adjustments to balances on the Payroll > Time Off > Time Off Balances tab. This is because you can now edit historical policies, so you can make any needed adjustments by modifying policies.

         

        Policy rules are organized slightly differently

         

        All your policies will function exactly as before, but the following rules will no longer be available:

        • Limitation rule > Balance Limit and Reset
        • Accrual rule > Periodic Accrual
        • Starting policy rule > Initial Balance

        If you’re currently using these rules, policy behavior will now be defined by the new rules.

        Also, maximum overdraw is now defined in a new validation rule section, and not as part of the limitation rule.

         

        Report column changes

         

        In the Time Off Transaction Details report, the Policy Description (Current) is now named Policy Description (Effective) and will show the policy in effect when the transaction occurred, rather than the current policy. Values in the corresponding Policy Effective Date column will update accordingly.

        Also, the Amount (Days) and Amount (Hours) columns are no longer available. The Amount column is still available and shows values based on the unit specified for the time off type in question.

         

        Original and edited policies may display as two policies

         

        Before your system was updated, if you added a policy and then edited it when that policy was in effect, after update, you’ll see the original and the updated version as two separate policies.

        For example, if you created a policy dated June 1, then edited it on July 1, you will now see one policy dated June 1 and one dated July 1. You’ll need to retain both policies to keep balances correct.