Changing an Employee’s Leave Policy

 

This article describes how to change existing employee absence policies, retroactively or starting from a future date.

 

Retroactively Changing an Employee’s Leave Policy to Apply from the Hire Date

Existing employee absence policies can be changed retroactively to apply from the hire date. This would be necessary, for example, if the wrong accrual policy were to be assigned.

Go to the Absence tab in the employee profile. For the required absence type, select the Change accrual policy option.

Paid_vacation_Overview.png

Select the new accrual policy and the application Assign since hire date. Using this option overwrites all previously assigned accrual policies.

Set_accrual_poliy.png

The vacation days will be retroactively calculated from the hire date based on the new accrual policy.

 

Changing an Employee’s Leave Policy for the Current Year

Existing employee absence policies can be changed retroactively to apply from the start of the current period, e.g. if total leave is increased during the year. With yearly accrual, this would be either 1 January of the current year or, depending on the selected accrual setting, the most recent anniversary of the employee’s hire date.

Go to the Absence tab in the employee profile. For the required absence type, select the Change accrual policy option and select the accrual policy that will apply going forward, as well as the application Assign since the start of the current period.

Paid_vacation_Overview_change.png

Set_accrual_poliy_since_start_of_period.png

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.

 

Changing an Employee’s Leave Policy for the Coming Year

Absence policies can be adjusted before they come into force, e.g. if an increase in total leave is scheduled for the start of the next financial year.

To do this, go to the Absence tab in the employee profile and select Change accrual policy.

Paid_vacation_Overview_change.png

Select the accrual policy that will apply going forward, as well as the application Assign for next entitlement period.

Set_accrual_policy_for_next_period.png

Once approved, the vacation days will be automatically calculated using the rules of the assigned accrual policy. The validity date will be clearly displayed once the application has been selected.

 

Changing Leave Policies for Multiple Employees 

Go to the Employee list and use the checkboxes to select the employees whose accrual policies you would like to change. From the Actions button that will then appear on the right next to the lower search bar, select Change accrual policy.

Accrualpolicy-Change_en-us.png

In the following pop-up, first select the desired absence type and then follow the process described above.

Set_accrual_policy_change.png

 

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