Leave policies

Very much an Optional part of the system, Leave policies is way to let the system help you manage leave tasks such as Carryover, Accruals etc. 

CREATE A  LEAVE POLICY

  • From the Leave menu, select Leave policies, then Create new Leave policy.
  • In the space provided enter a Name and then Select the type, Carry Over, Allowance or Accrual
  • Below this, provide the Allowance Pot that will be affected.
  • Choose the Unit (days or hours) 
  • Select the Year to which this policy will affect
  • Choose when the policy is to be run*
  • Click Save

Once Saved, the other Rules and Users tab will become available.

The Rules tab

Minimum Service length:  is the length of time a person will need to have been employed before they can benefit from the policy. For example, a person may need to have had a minimum service length of 6 months before being allowed any Carry over.

For policy type CARRYOVER:

Max Days to Carryover:  is the maximum amount of allowance they can carryover for this policy. For example you may only allow 5 carry over days

Expire X Days after Year Starts:  is the number of Days in which the user is allowed to use those Days, before they expire.

for policy type ACCRUAL:

Days / Hours to Accrue on Policy Run:  is the value of the allowance to be accrued each time the policy runs  e.g. 1.5 Days for each month 

Max Days / Hours to Accrue:  is the Maximum amount allowed before the accrual process stops. e.g. 25  thereafter the accrual process will not add any more days

for policy type ALLOWANCE:

Allowance:  is the value of the allowance to be added each time the policy runs  e.g. 1.5 Days for each month 

The Users tab

Select the users to which this policy will apply. Users must have the same Allowance Pot and Allowance Unit has the policy otherwise they will not be able to be added onto it (see above).

Manual

This tab will only become available if you set the Policy up to be run Manually (see above*).

History (Log)

Allows you to track any changes made to the Policy i.e. Change of Minimum Service Length, The max carryover may have changed.

There is a Leave Policy - Historical Transaction report available giving you the oppurtunity to see how the policy has run and what's been applied to each person, for more information see the Reports knowledge base article.




Title: Leave policies
Category: Leave
Posted: Saturday, 22nd Mar 2014
By: Phil Cross
Direct link: http://www.whosoffice.com/support/knowledgebase/leave-policies


View all knowledgebase articles


Stay connected - Latest blog posts

STAY CONNECTED WITH THE LATEST FROM THE TEAM


Posted on Tue, 23rd Jul 2019 Can your shift planner cope with part-time employees?

The number of professionals working part-time is on the rise, with more than 8.6 million people in the UK choosing this form of employment. Can your shift planner cope with part-time employees?

Posted on Mon, 22nd Jul 2019 How to plan the perfect shift: a 3-minute guide

Shift planning is a major pain point for many businesses. Mistakes are common, and the consequences can be huge: under-staffing, poor productivity, even legal consequences if you’re lacking team members with the right skills and qualifications to start work.

Posted on Thu, 18th Jul 2019 How to manage staff scheduling during summer holiday season

Summer has finally arrived – and we don’t just mean the weather. It’s the time of year when a huge number of employees take their annual vacation, and for many businesses, this can lead to shift planning nightmares.

Posted on Mon, 15th Jul 2019 The early 2020 UK May bank holiday will be moved to mark 75th anniversary of VE Day - Don't be caught out!

The early May bank holiday in 2020 for the UK will move from Monday 4 May to Friday 8 May to mark the 75th anniversary of VE Day which takes place on 8 May.

Start your long trial today get until Monday, 26th Aug 2019 absolutely FREE! No credit card, no setup fees and no hidden costs!