I am looking for a smart solution to manage the statutory “Bildungsurlaub” (educational leave) which every employee in Berlin has. The rule is that everybody can take 10 days of it within two years. The counting of those days does only start with the first day of training - so not in the beginning of the year. We haven’t found a good way to manage this in Personio yet. I know that there are other German counties with the same law and wonder if someone can help.
Best answer by LauraglendonView original
Thank you for reaching out, that's a great question. Here's a workaround that I would like to suggest;
Step 1: Creating Policy in Settings
Select New Absence Policy (already created in screenshot) as follows, ensuring to select 'No Proration' for Beginning of Employment;
For further information on this part, please view this guide.
Step 2: Management of new Absence Policy:
At the end of the year, to see if any employee's Bildungsurlaub entitlements be greater than 0, please go to Settings > Reports > Custom Reports > Create Custom Report (as in screenshot) and Create
Once you have this, please then use the 'EN Accrual Balance Upload.xlsx' download file, which can be found on this article, to add the employee's balance at the beginning of the new year, so that the correct balance is added for year 2 of the entitlement.
Once you have created the custom report, it will continue to update as any changes are made to the employee’s entitlements, so you can check in on it at any stage.
I hope this workaround works for you, but please let me know if you have any questions.
Thank you, Laura! We will try this and might come back to you!
Perfect, sounds great!
Note also, if you’d like this new absence type to be visible on your employee accounts via their access, to add it in Settings > Employee Roles > All Employees > Access Rights > Absence and scroll down to the new absence type, clicking your preferred access right here. (Full guide on Access Rights here!) While here, double check the calendar view rights under All Employees > Calendars tab for the new absence.
Additionally, you can add it to the calendar view (Settings > Calendar > tick new absence type) and in the payroll section (Settings > Salaries & Payroll > Absence types in absence tab)
If you’ve any questions, just let me know!