Accrual Gaps and Initial Balances
Time-Off policies are often written in a way that is not very precise. People reading them can understand them but a software application may not understand them due to subtleties in the English language. An example would be having a policy that states the amount of vacation earned from 1 year to 5 years and then the amount earned from 6 years to 10 years.
People understand that the first part [includes] all of the first year and people understand that the second part [includes] all of the sixth year but the software cannot assume this. The software sees "gaps".
The software needs to see what employees earn from day-one (month zero) up to the completion of year-one (month 12). It also needs to see what employees earn [between] years 5 and 6.
Additionally, when setting up Time-Off plans, you are establishing the way Time-Off is earned on some prescribed, regular basis, whether daily, weekly, monthly, yearly or on custom dates. It is important to realize that the Time-Off plan is not where you establish any particulars of your policy that are [outside] of your prescribed, regular interval such as when [initial] amounts are earned. To do that, you must enter an Initial Deposit on the Time-Off Assignments screen.
Please click on the one-page PDF below for details and helpful illustrations.