Accrual policy application not right - leave balances not reflecting the right balance

Hi @suminair,

firstly, welcome to the Community! 👋

Which value does Personio calculate, and which value did you expect?

There are different points to consider: 

• Is the part time set up correctly? - Particularly the open working days and the reference value in the work schedule are important.

• Please note that at the moment, Personio is rounding up Decimals > 0,5 to the next full number. Whereas Decimals under 0,5 are staying as they are. 
  This is due to a German legal regulation and can not be switched off at the moment. The only way to get to the desired amount is by doing a manual adjustment. (Our Product Team will be working on this next year - to be internationally open.)
  Example:
  • 20,66 → 27 Days
  • 20,33 → 20,33 Days

Was one of the points the reason for a different accrual? 

Best Regards,
Lena

Hi @Lena 

Thank you for the reply.

Let me give you the specific example :

X started with us Jan 10 th and works 32 hours/week.

Our accrual policy for Statutory leave (32 hours) entitles him 128 hours  (granted all at once )  and is prorated daily 

He is also set on a work schedule of 4 days 

He should have an opening balance entitlement of 124.84 hours but Personio shows 112.6 hours 

I am stumped on why the difference in figures . Are you able to shed some light ?

Thanks in advance !

Dear @suminair,

Thank you very much for the further details regarding your inquiry. I will take over for my colleague Lena 😊.

The settings you mention seem correct to me for the employee to get a 124 hours entitlement. Could you please check the Work Schedule of the employee? The entitlement might be changed by the settings of the Proration for absences in the following settings of the Work Schedules:

If the employee works 4 days and the settings are configured as shown above, Personio will reduce the entitlement, since the settings are indicating that only employees working 5 days a week should have 100% of the entitlement. If you would like the employee to receive all 128 absence hours only reduced by the beginning of the employment (daily proration, as you mentioned), the Proration settings within the Work schedules should be deactivated.

Please let me know if this information helped you out to solve your inquiry, or if I can support you any further.

Greetings from sunny Munich ☀️.

Best,

Andrea

Hi @Andrea 

Thanks for your reply. I did try it and got the 124 hours as you mentioned so that is about right . 

Many thanks to you and @Lena for helping out promptly.

Appreciate it !!

Kind regards

Sumi