When an employee is moved to a new time off policy, the system may detect conflicting accrual data. These conflicts appear when the employee already has an existing PTO balance or accrual history that does not align with the new policy assignment.
WorkEasy Software flags these cases with a warning icon on the policy card and sends an email alert to administrators. Conflicts must be resolved before the policy can run accruals correctly.
When conflicts occur
A conflict is generated when:
An employee was previously assigned to a different time off policy.
The policy assignment date or effective date changes.
The system needs direction on how to treat the employee’s current PTO balance and future accruals.
Access the conflict list
Go to Time Off in the left navigation.
Select Policies.
Locate the PTO Policy and click the warning icon next to its name.
The Policy Conflict Resolutions window shows each employee with a conflict and three options for how to handle their PTO balance.
Select Reset the balance and recalculate hours from the policy effective date and click Apply.
Repeat for each employee in the list until all conflicts have been resolved.
The warning icon on the policy card is removed when all conflicts for that policy are resolved.
Email alerts
Administrators receive a system-generated email whenever a conflict is created. Each email lists the employee and policy involved. Resolving the conflict in the Policies screen clears the alert. 
Conflict resolution options
Keep the current balance and start accruing from the policy effective date
Use this option when the balance is correct and you want the system to start new accruals from the effective date of the new policy.
Keep the current balance and prorate the accrual from the employee’s new policy assigned date
Use this when you want to keep the existing balance but need the system to calculate the accrual as if the employee has been under the new policy only since their assignment date.
Reset the balance and recalculate hours from the policy effective date
Use this if the employee’s balance should be recalculated entirely under the new policy rules. This clears their existing balance and rebuilds it from the effective date.
What happens after resolving a conflict
Accruals resume based on the option you selected.
Any recalculations are applied immediately.
The policy is fully active for all affected employees.
Need help?
If you have any questions, we would love to hear from you! Feel free to give us a call at 888-550-6515 or submit a ticket.