Accrual policies

Question

We have an absence type in Cetitec called Flextime leave. The request goes through an approval loop and is finally approved by me. I then need to go to the employee’s attendance tab and manually adjust the overtime balance. (Our attendances are fed into Personio from our time-tracking system).

There is an accrual policy attached to this absence which I would like to remove as employees do not accrue this absence type. When I set this up I was told to add an accrual policy with the amount “0” days. This was working find until yesterday, when many employees suddenly could not request this absence any more. I went in to check and had to reassign the policy, which is now leading to a negative flextime balance which is showing in the dashboards of employees. The policy I assigned this morning is assigned from the “beginning of the current period” but it looks as if the data is showing from the employee’s hire dates.

Do I need to have an accrual policy for this absence (we don’t have one for home-office or sick leave, only for vacation) and how can I change this without screwing up the data for all employees? Can I easily remove the policy from the absence type?

Thanks,

Linda

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Best answer by International Support Team 16 August 2023, 16:24

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International Support Team · Accepted Answer

Hi @Linda,Thank you for your reply. Yes you can remove the Accrual policy and keep the Absence type (which will function the same as other Absences types that don’t have an Accrual policies).In order for Absence types that have an Accrual policy to be visible for employees, an Accrual policy has to be assigned to the profiles of the employees.For Absences types that don’t have an Accrual policy in their settings, the Absence type will be visible in the employee profile.In case you wish to unassign the Accrual policyforall employees, you can do this by unassigning the accrual policiesas mentioned in previous post, but then you will have also to delete the Accrual policy within the Absence type settings in order to be visible for the employees the same way as other Absence types.Go to Settings > Relevant Absence type > Relevant Accrual policy > 3 dots > delete Accrual policy.Please be aware we don’t advise deleting the Absence type, this will have a consequence in the history.I hope this helps you! Once again thank you for your community question.Best,Sofia

International Support Team · Answer

Hi @Linda,Thank you for your community question! If you assign an Accrual policy, the system will always need an Accrual policy since Hire date. Even if you pick as date “Start of the current period” the system will always pick as date the “Hire date” in case you didn’t had and Accrual policy since Hire date.In case you don’t wish to have any Accrual policy at all, you can unassign the Accrual policy in the profile of the employee.By unassigningall Accrual policies since hire date will be unassigned.Once again thank you for your community question. Here you will find more information regarding:Assign the accrual policy to the relevant employees.Best,Sofia