In this article, you will find a checklist to ensure that your Absences and Accrual policies have been set up correctly.

Checklist: Required settings

• For absence types such as Sickness, Sick child or Remote work, the setting Allow employees who are substituting for a colleague to request absence is set to Yes.

Example
If an employee is substituting for a colleague for a certain period of time, and is sick on a day during this substitution, they can still request the absence type Sickness for that day. You can find more detailed information on this topic in Managing Absence Substitutes. 

• The setting Consider time tracked during absences of this type as overtime? has been set to Yes for all absence types that are non-working absences. This setting should, for example, be disabled for the absence type Remote work, as this is only a physical absence from the office.
  
  Further information: You can find further information on this topic in Consider time tracked during absences as overtime. 
  
  
• If you have enabled accrual for an absence type (for example Paid vacation), the corresponding accrual policies have been created.
  
  
• An accrual policy has been assigned to all employees with vacation entitlement. If the accrual policy is not assigned, the employee will not see this absence type.
  
  Further information: You can find further information on this topic in Assign Accrual Policies.
  
• The vacation balances for all employees have been adjusted to display the carryover from the previous year correctly. 
  
  Further information: You can find further information on this topic in Adjust Absence Balances.
  
  
• Your Company Calendar has been configured with the relevant absence types. 
  
  Further information: You can find further information on this topic in Set up absence types.

Checklist: Optional settings

• All payroll-relevant absence types have been added under Settings > Payroll > Salary & Payroll in the Absence types in absence tab section so that the relevant absence periods will be listed in the payroll.
  
  
• Absence types that can be requested as half days have been configured accordingly. For example, for Paid vacation, the setting Allow half-day requests? has been set to Yes.
  
  
• Your past and planned absences can be imported into Personio.
  
  Further information: You can find further information on this topic in Import Absences.

Congratulations 🎉
You are ready to tackle the next module.