Time off Workflows

employee balances and policies an employee changed locations and changed time off policies how is that handled? time off policies adjust automatically when an employee changes locations and therefore changes policies, they will automatically be moved to the new policy their starting balance will adjust to the new policy, therefore the current balance will be different admin will need to manually adjust if any change is needed otherwise tip you can set up actions to send a notification to administrators when an employee meets critiera to move to a new policy! see the workflows below an employee didn't end up taking the time they had requested can i change it? yes! if the date has passed and the request was approved, owners and people ops admin roles can withdraw the request i need to adjust an employees balance go to the time off policy > adjustments, set the desired date and make the adjustment in the middle column note an adjustment sets the balance as of that date all approved time off requests from before that date will not be considered in the balance anymore, only future requests different policy setups tenure based policies employees can earn more days of pto as their tenure in the company increases example 1 under 5 years tenure starts with 20 days, but between 5 10 years tenure they start with 25 days this is awarded on the date of their anniversary on their 6th year, they will start with that amount at the start of the policy year example 1 setup create one policy that applies to all of these employees then create actions that will do the following every day, look for employees who's start date was 5 years ago, and who meet the time off policy filter send a message to a person or to an email address message to paste {% assign anniv = db job find{it startdateorg=date(" 15y") && it location "the netherlands"} %} anniversaries {% for person in anniv %} {{person name}} reached their 15th year and will receive 1 additional pto day (29) on {{person anniversary}} {% endfor %} this message will display anniversaries john smith reached their 15th year and will recieve 1 additional pto day (29) on 9/30/35 albert rodriguez reached their 15th year and will recieve 1 additional pto day (29) on 9/30/35 action recipient takes recipient needs to allocate the additional days to that employees balance they can prorate it or give the full amount see "i need to adjust an employees balance" above example 2 under 5 years tenure starts with 20 days, but between 5 10 years tenure they start with 25 days this is awarded at the start of their 5th year they then will start with this balance again on their 6th year, etc to set this up, put all employees in the same policy, and manually adjust their starting year balance accordingly you can leverage the data sheet to give a list of employees that would apply