Time off accrual carryover

Time Off Accrual is designed to work with the customer payroll system. The Balance and Date Last Updated fields on the Time Off page for a specific employee are periodically updated from the payroll system. This page is located on User Management Module that an administrator uses to create a profile for each employee in their organization., under Employees.

Specifically, it assumes that there is a starting balance and a date last updated to seed the time-off accrual calculations. When these values are in place, the time-off accrual logic works.

Automatically, time off balances carry over into the future in our system. Therefore, you do not need to complete any box on the Time Off page to enable carryover of accrued hours. This page is on User Management, under Employees.

To limit the hours employees can accrue in total, or limit the maximum hours carried over, set the values in Maximum Balance and Maximum Carryover. Otherwise, employees are able to accrue an unlimited number of hours, and carry over an unlimited number of time-off hours from year to year.

After you define these fields, the system starts its time-off calculations as of the Date Last Updated. The system updates this balance based on accruals and time-off days taken by the employee.

If the Balance and Date Last Updated fields are not set, there is no starting point from which to accrue and carry over time-off balances. When no last updated balance is available, the system restarts its calculations over from the start date of each year. It assumes that the starting balance is 0 (zero).

Therefore, the carryover logic only works correctly if you have defined values for the Balance and Date Last Updated fields. These values are fed in from your payroll system, but can also be entered manually from the WFM UI. If these values are taken as described, the carryover logic works properly.