Configure Balance is Tracked Time Off Types in a Time Off Policy
Balance is tracked Time of Types is a form of Time Off where employees have a bank of hours subject to a set of accrual rules, such as vacation or sick days. For example, an employee could accrue 1 hour of paid time off for every 40 hours worked. As the paid time off accrues or adds up, employees can submit requests to use this time off.
The images used in the article are from various Time off Types but the instructions and descriptions below will work for all Balance is Tracked Time Off Types
General Information
General Information about the selected Time Off type. Here you will see the Time off Type's name, code, and balance type. For a Balance is Tracked time off type, the balance type will be "Balance is tracked". If the balance type says "Balance is not tracked" or "Comp Time Off" then see the Balance is not Tracked Time Off Types article or the Comp Time Off article. Here you can also choose whether the time off type is paid or unpaid.
Requesting Time Off
| Setting | Description |
| Employees can submit Balance is Tracked time off type requests | If checked gives employees the ability to submit time off requests |
| The following request validations will only apply to: |
Employee & Manager request: Request validation options apply to a request made by a manager on behalf of an employee and an employee's request Employee request: Request validation options only apply to an employee's time off request |
| Allow Personal balance to go negative upon request |
If checked allows employees to have a negative time off balance
If selected choose if the Negative Balance is Unlimited or Limited
|
| Require a time off request comments |
If checked requires employees or users to enter a comment when submitting a time-off request |
Balances and Accrual Rules
| Setting | Description |
|
Select a policy renewal cycle date: A policy renewal cycle is an annual cycle in which balance calculations, annual carryovers, annual cap resets, and annual cash-out limits are conducted. Choose a policy renewal cycle. |
On a specific date (MM/DD): This policy cycle will run from the select Month/Date to the same Month/Date of the following year. By default, the policy cycle runs from Jan 1 to Dec 31 Hire date anniversary: This policy cycle will renew each year on the employee's hire date anniversary. |
| Employees can accrue Personal hours: |
If checked employees can accrue time off hours For more information and instruction on Accrual, rules see this article |
