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
Page 1 / 1
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 unassigning all Accrual policies since hire date will be unassigned.
Thanks, but I don’t think this answers my question.
We have an absence type which is called flextime leave. It currently has an accrual policy assigned to it which shows 0 days (I was instructed to do this when I set up Personio). I recently reassigned this policy as for some reason many employees were suddenly unable to request this leave (I had not made any changes to Personio so I don’t know why this was the case).
This is causing the employees accounts to show a negative value as the system is counting the number of already taken days since the hire date of the employee. My question is:
Can I remove the accrual policy but keep the absence type (which would then function in the same way as sick leave functions, i.e. with no accrual policy)? If not, will the employee data relating to this absence type be set to 0 at the end of the year (i.e. start of the new period)?
If I understand correctly, unassigning the accrual policy as you show above will remove the absence type and not just the policy.
Please help me to understand this and tell me what the best way would be to resolve this issue. Many thanks!
Regards,
Linda
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 policy for all employees, you can do this by unassigning the accrual policies as mentioned in previous post, but then you will have also to delete the Accrualpolicy 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
Your reply
Saw something fishy? 👀
Here's what to do when you come across a topic or comment that you think should be reported.
If you are a Personio customer please use the same email address for registration as in your Personio account. By doing so we can help you faster if we might need to check something in your account.
Do you already have an account? > Login
! Your public username cannot contain any personal information such as email or other private information! You can't change your username after registration.
Welcome to the Personio Voyager Community!
This is our service and networking community for all Personio users and HR Professionals. If you have not registered yet, please select "create an account"
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
Scanning file for viruses.
Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.