Dear @HRtichoke ,

Welcome to the Personio Community, we are thrilled to see you here 🥳

I am happy to support you with your question.

You can set up Extra days for your Accrual policies, in order for Personio to grant your employees one or more vacation days after their hire date:

Please keep in mind, that you can only edit Accrual policies which have not yet been assigned to employees. This is because changing the settings of the Accruals can lead to errors in the absence entitlement and absence balance of employees. You can create a new Accrual Policy with the settings you need and assign it through the Employee list if you have our Productivity Plus add on, or you can unassign and reassign the policy also using the Employee list. 

You will find more indication about the settings of Accrual policies in the following help center article:

→ Configuring accrual policies

Please let me know if this information was helpful, or if you require any further support from my side.

In case you haven’t done so yet: it would be lovely if you could take two minutes to say Hi and introduce yourself here: it’s a great way to get started in the Community & meet other HR Professionals!

If you have any questions about Personio or ideas to share with the Community, feel free to create a new topic anytime. We are always listening .

I wish you an amazing day .

Best,

Andrea

P.S. I love your username, by the way .

Thanks Andrea, so happy there is a function for this. And thanks for the username compliment

Hey Andrea, have a quick question about this again - is there a way to change an accural policy without changing the history or the policy from the previous year(s)? For example I want to change everyone’s policy over to the new one which includes extra days based on their tenure. However when I change it, it removes any remaining vacation days left from 2022, which employees are entitled to use up til March 31st. These days are special in that they should expire, so I’m not sure how to go about this.

Hi @HRtichoke!

As @Andrea mentioned above, it it best to not amend accrual policies which are already in use as this “can lead to errors in the absence entitlement and absence balance of employees”. 

It sounds like you have unassigned the policy from the employees to make changes to the settings, and this has affected their carryover. 

I suggest that you do not make any changes to the policy and leave it assigned to the relevant employees. Then, you can archive it. To do this, go to Settings > WORK HOURS AND ABSENCES > Absences and navigate to the right policy. 

By archiving the policy, you will no longer be able to make any changes to its settings, which safeguards existing entitlement data from errors. It also means that this policy will no longer appear as an option when you are trying to assign a new policy to someone.

If your company is now granting extra days based on tenure, then I suggest creating a new policy and assign to the relevant employees as of the current period. That way, your employees will hold a new policy as of 2023, but they will still be able to use their carryover days from 2022 coming from the old policy. 

I recommend that you open a ticket via Find Answers so that our Customer Support team can take a look at your account and guide you through this.

Take care!