This article describes how to assign absence policies to your employees (for the calculation of leave entitlement).
Assigning Policies Individually
Go to the Absence tab in the employee profile. For the required absence type, select the Set policy now option.
Set the required policy for the employee and define when it should be applied from.
Under Application you will find three assignment options:
|Assign since hire date||
The new policy is assigned retroactively from the employee’s hire date. All previously assigned policies are overwritten.
|Assign since the start of the current period||The new policy is assigned retroactively. Depending on the policy setting selected (Build accruals on), the policy is assigned from 1 January of the current year or from the most recent anniversary of the employee’s hire date.|
|Assign for next entitlement period||The new policy will start from a date in the future. Depending on the policy setting selected (Build accruals on), the policy will be assigned from 1 January of the coming year or from the next anniversary of the employee’s hire date.|
Once approved, the vacation days will automatically be calculated using the rules of the assigned accrual policy. The validity date will be clearly displayed once the application has been selected. By navigating to the history of each absence in Personio, you can see an overview of all the historically assigned accrual policies.
Assigning Policies to Multiple Employees
In the Employee list, select the employees you would like to assign an accrual policy to by ticking the corresponding checkboxes. Then navigate to the Actions button (on the right next to the lower search bar) and the Change accrual policy option. Read more about changing an employee’s leave policy in this article.
Next, select the absence type and then assign the required policy. Confirm your entry in order to assign the policies.
The policies cannot be changed once they have been created and assigned.
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