How to set up Reset and Carry Over when creating a policy

How to set up Reset and Carry Over when creating a policy

1. Click on Policies located on the side menu.




2. Click on + Add new policy, or Edit Policy if adjusting an existing policy. 





3. Click on Reset and Carry Over on the top heading.



4. Specify if the time-off allowances of enrolled employees should reset automatically on a scheduled basis.

  1. Yes: choose this if you want your employees time off balance to reset on a yearly or monthly basis.
    1. Note that if an employee has a negative time off balance at the time of reset and the policy has no scheduled accrual rules, the balance will be reset to zero. However, if the are scheduled accrual rules, the negative balances will not be reset.
  2. No: choose this if you want the employees’ balances to never reset.





5. If you have selected Yes, select how often their balance should be reset.

  1. Yearly
  1. Monthly





6. Select when the balance should be reset.

  1. The employee’s start anniversary
  1. The ‘x’ day of the year/ the ‘x’ day of the month




7. Specify if a portion of the employee’s time off balance carries over.

  1. Yes: choose this if you want a portion of your employee’s balance to remain after the reset.
  1. No: choose this if you want your employee’s entire balance reset to zero.




8.  If you choose to allow portions of the employee's time-off balance to be carried over, enter the Carry Over Amount.

  1. Unlimited: choose this if you want unlimited carryover amount to be given.
  1. x days/hours: enter the amount of days or hours to be given.




9. Specify when the Carry Over expires.

  1. Select a number of months after the reset date to apply an expiry date.
  1. Never: choose this if you do not want this carry over to expire.  



10. Click Save.