Global carryover limits

Hi @Astrid Friis,

Thank you for reaching out with your question!

This is indeed quite common, where two or more office locations have different carryover policies. We can easily set this up in your account by creating two separate ‘Paid Vacation’ absence types in Settings and from there, create two separate roles for your employees. This way, your employees will only be able  to see/view the vacation absent type that is part of their office location. To do this, please follow these quick steps; 

Step 1: Create two ‘Paid Vacation’ policies

1. Go to Settings > Absences > Paid Vacation. Edit the name of your first Paid Vacation so you can distinguish it from the other. For example; ‘Paid Vacation UK’. Keep the carryover setting as it is.

2. Create a second Paid Vacation policy, for example ‘Paid Vacation FR’. If the first policy has the Carryover setting turned on, then select ‘No carryover’ for this one, or vice versa. Create the accrual policy(s) for this one as well.

Supporting guides: Configuring absence types, Configuring Accrual policies
 

Step 2: Assign the accrual policies to the related employees

1. Go to the Employees tab and select the employees whom you want to assign an accrual policy to by activating the checkboxes next to their names. For example, any employee within the ‘Paid Vacation UK’ policy first.

2. Click on the Actions button > change accrual policy and choose the required policy to be assigned.

3. Repeat this for the second accrual policy you have just created.

4. If needed, you can do a one-time balance adjustment on your employees accounts to ensure their balance is up-to-date.

Supporting guides: Assigning multiple accrual policies, One-time balance adjustments

Step 3: Configure access roles for employees

This step isn’t mandatory, but by setting this up your employees will be able to view/see the absence type related to their office location.

1. Go to Settings > Employee Roles > All Employees > Access Rights. In this section, untick the access right for the original Paid Vacation absent type.

2. Click on the Members tab and you will see the text box appear to input a new employee role. Create a new employee role by typing out the name, for example ‘All Employees UK’. Go to the Access Rights of this newly created role and tick the Propose ‘Own’ right (if that’s how you had it originally) and then click Save

3. Repeat this process for the other set of employees, naming the role ‘All Employees FR’ for example. Note; Ensure that other roles for eg. The Supervisor role should have this new access to view these new absence types in their own report’s profiles too and that the approval process is correct in Settings > Approvals.

4. Assign these roles to the related employees, via the Employees tab > Select employees > Actions > Add or remove roles.

5. As an administrator of your account, you will always have both Absence types in your view, however please now try logging in as an employee without Administrator access rights and you will see that they now have one or the other available to them. (Arrow on top-right-hand corner of the employee’s profile.)

Supporting guide: Employee Roles and Access types

Let me know if you have any further questions on it, Astrid!

Thanks and have a lovely evening.

Kind regards,

Laura