I would like to set up the home office policy for the employees. The employees have 100 days/year for HO, which means 8 days/month. This number of days is applied monthly, and if the employees don’t use them, these days will be forfeited.
However, Personio keeps adding on the unused HO days from previous months to the next month and cause confusion for the employees.
Is it possible to have Personio allowed 8 days HO every month and not adding up days to the next month?
Thank you & Good day
Best answer by SabbuSchreiber
Hi @HoaNg,
As far as I can see, the carry-over settings only allow to restrict a carry-over at the end of the period (usually end of the year) but not monthly.
A workaround could be that you don’t set up an accrual policy with no entitlement, assign it to the employees and they add their HO days whenever they need/want to. While this means more manual work to double check if they’re compliant, it allows more flexibility. At the moment there’s no workflow possible to receive a notification if someone exceeds an entitlement but you could set up a report just for the HO days and within there can check if people have been compliant.
As far as I can see, the carry-over settings only allow to restrict a carry-over at the end of the period (usually end of the year) but not monthly.
A workaround could be that you don’t set up an accrual policy with no entitlement, assign it to the employees and they add their HO days whenever they need/want to. While this means more manual work to double check if they’re compliant, it allows more flexibility. At the moment there’s no workflow possible to receive a notification if someone exceeds an entitlement but you could set up a report just for the HO days and within there can check if people have been compliant.
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