Introducing the “Time Off Accrual” Feature

Our new “Time Off Accrual” feature is designed to automate and simplify the process of tracking and allocating time off. This will help admins stay on top of employee balances, ensuring everyone knows exactly how many days they have available.

For example, if an employee is entitled to 24 vacation days annually, these days can be calculated from their hire date or calendar year. Given that each employee has a different start date, it can be challenging to determine the exact number of available days at any given time. This feature solves that problem.

Setting Up Allocations

Admins can create allocations by navigating to the Time Off tab. A new “Create Allocation” button has been added to the header, along with a new “Allocations” column that displays the current balance for each employee.

1. Period: Define the period for the allocation (e.g., one year).
2. Frequency: Choose how the days will be accrued.
3. Days: Enter the total number of days to be accrued.
4. Carried Over Balance: Carry over unused days from the previous period.
5. Restrict Over-Allocation Requests: Prevents users from requesting more days than they have available if checked.
6. Mark Allocation as Complete: Marks the allocation as finished, so these days are not added to the total balance.

Clicking the edit icon opens a table-popover showing all allocations, used days, and the remaining balance for the selected user.

Employee and Admin Transparency

Employees requesting time off can easily see their current balance, ensuring they are aware of how many days they have left.

If an employee attempts to request more days than they have available, and the “Restrict Over-Allocation Requests” option is enabled, a warning message will appear: “Insufficient allocated days to proceed with time off.”

This prevents the creation of the time off request, ensuring both the admin and the employee are always informed about the available days.

Benefits of the Feature

• Accurate Tracking: Admins can always know the exact number of days an employee has available, reducing errors and misunderstandings.
• Employee Awareness: Employees have clear visibility of their time off balance when making requests.
• Flexibility in Allocation: Days can be allocated all at once or gradually, depending on the company’s policy.
• Seamless Management: Easily carry over unused days and manage allocations with intuitive tools.

We Value Your Feedback

We believe the “Time Off Accrual” feature will greatly enhance your ability to manage and track employee vacation days. As always, your feedback is crucial. Please try out this new feature and let us know how it works for you. Your insights help us to continuously improve and better serve your needs.

Thank you for being a part of our community, and we look forward to hearing your thoughts!