Assign Accrual Policies

 

This article describes how you can assign accrual policies (for calculating vacation days) to your employees.

Note
If you create an accrual policy for a particular absence type, but do not assign the accrual policy to an employee, the employee will not be able to view or request that absence type.

 

Assigning Policies Individually

Go to the Absence tab in the employee profile. Select the option Manage policy.

paid-vacation_en-us.png

Define the desired accrual policy for the employee and from when it should be applied.

set-accrual-policy_en-us.png

There are three options available for assigning the policy under Applicable from:

Applicable from

Explanation

Hire date

The new policy is assigned retroactively with effect from the employee's hire date. All previously assigned accrual policies are overwritten.

Start of the current period The new policy is assigned retroactively. Depending on the option you have selected for the application of the policy setting (Entitlement granted at), the policy is assigned either with effect from 01.01. of the current year or from the current anniversary of the employee hire date.
Next entitlement period The new policy is assigned with future effect. Depending on the option you have selected for the application of the policy setting (Entitlement granted at), the policy is assigned either with effect from 01.01. of the next year or from the next anniversary of the employee hire date.

After confirmation, vacation days are automatically calculated based on the assigned accrual policy. The validity date is clearly displayed once you have selected your preferred application option. Click on Show history > Policy History to display a historical overview of all assigned accrual policies in Personio.

paid-vacation-assigned_en-us.png

 

Assigning Multiple Accrual Policies

To perform an accrual policy bulk assignment, go to Employees and select the employees whom you want to assign an accrual policy to by activating the checkboxes next to their names. Next, click on the Actions button (to the right of the lower search bar) and choose the option Change accrual policy.

Accrualpolicy-Change_en-us.png

Select the absence type and choose the accrual policy. Click on Update policy to assign it.

set-accrual-policy-multiselect_en-us.png

Once the accrual policies have been created and assigned, they can no longer be changed. Click here for information about how to change an existing accrual policy.

 

Comments

0 comments

Article is closed for comments.

    Topics of this article