When an employee stops earning Time-Off prematurely, it is likely due to its Date of Initial Deposit - which is a date within the current year as defined by what was selected when the Time-Off plan was set up.
In the example below, we have selected a calendar year but the plan for your employee may be set to a Fiscal Year or Anniversary Year.
The Initial Deposit is considered Earned Time-Off.
If the Date of Initial Deposit falls within the current year as defined by what was selected when the Time-Off plan was set up - such as:
- Employee Anniversary or
- January 1st or
- Fiscal Date
You must add the amount of the Initial Deposit to everything else that was earned since the year started. When you do this, you will discover that the employee earned the limit set forth by the Time-Off plan.
EXAMPLE: (Operating on a Calendar Year)
If you enter an Initial Date of 01/01 of the current year, the amount under Initial Deposit will be considered to have been earned [this] year and will count toward the limit of what may be earned [this] year.
NOTE: Please understand that the limit of what an employee may earn in a given year, regardless how you define the year in the plan, is a limit to all methods of Time-Off earnings. It is not a limit to what the employee earns from the plan alone. This is why we updated our verbiage in the Plan Setup screen. Please see the image below.
This used to be called Max Annual Earn. We expanded the verbiage to add clarity.
Another possible reason why Time-Off stopped accruing to the employee is that the employee has reached the maximum amount allowed for this type of Time-Off.
This used to be called Max Annual Balance. We expanded the verbiage to add clarity.
You could change the amount under these columns to zero, thereby indicating that there is no limit. Time-Off will still only accrue to the limit allowed by the Time-Off plan but it will leave room for the employee to earn additional Time-Off from other sources such as Initial Deposit and a manual Positive Adjustment made by you on the Transactions screen.
Making your changes Take Effect:
Any changes you make such as replacing the limits previously entered in the plan to zero as described above will not immediately have an effect on what the employee has already accrued or the existing balance - but after you have made your changes, you can correct what has already occurred by rerunning accruals..