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When setting up Personnel Folders in an office that has been established for a long time. It is possible to track time off benefits without having to record years of vacation and sick day schedules for each employee. The following steps will give you an overview of how to do this:
| 1) | Pick a cutoff point where you know how much time off an employee has, such as at the beginning of the the calendar year. Assume January 01, 2005 for this example. |
| 2) | Add a fixed accrual time off benefit entry for the employee with the total amount of time off the employee has remaining. (See example 1 in Create an individual time off benefits entry). Set the start and end time of the entry to January 01, 2005. Since each employee with have a different total on this date, you will have to create a separate time off benefit entry for each employee. |
| · | This time off benefit entry represents all accrued and used time off prior to January 01, 2005. You now only need to worry about recording schedule information from that date forward. |
| 3) | To use a time off benefit policy to automatically calculate accrued time off after January 01, 2005, select Bulk Apply Time Off Benefits from the Schedules menu and assign the policy to all applicable employees using the start date of January 01, 2005. (See Assign a policy to multiple employees at the same time). |
| · | Even though the policy start date will after most employee's hire date, the hire date is still used to calculate which policy rule to use. |
See also:
Tutorial: Time Off Benefits
Tutorial: Create a time off benefit policy
Tutorial: Assign a policy to multiple employees at the same time
Tutorial: Create an individual time off benefits entry
Tutorial: View a time off benefits report
User Guide: Add/Edit Time Off Benefit Policy
User Guide: Add/Edit Time Off Benefit Entry
User Guide: Bulk Apply Time Off Benefit Policy
User Guide: Sample Time Off Benefit Policies
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