Basically, leave policies are either manually managed or set up with rules. Manually managed leave policies are dependent on the credits added by admin through override on the profile or through upload. Otherwise, if there are set rules, then credits will be earned by employees either through upfront, accruals or a combination of upfront and accruals.
However, if there are employees who have discrepancies on the leave credits for a specific leave type, these are the following items that needs to be checked:
1. Employee Profile
- Employment Status - Is the employee Probationary or Regular? This will be the basis when the leave policy is checked further.
- Contractual employees can be assigned to a leave plan but accruals will not apply to them.
- Changing of status from Probationary to Regular should be done at least before
- Regularization Date - When was the employee regularized? This can be compared with the date they are expecting the accrual of leave credits.
- Leave Plans and Usage - Click the specific leave type and check the breakdown and movement of the leave credits earned and used.
- Leave Types and Policies
- Leave Plan Assignment - Is that employee correctly assigned to that specific leave plan?
- Effectivity of the current leave policy - Since when is the policy effective? If the date when the leave credit was expected to be earned is earlier than the effectivity of the current leave policy, then the policy at the date of accrual could have been different back then.
- Accrual rate based on employment status - What is the accrual rate for Probationary employees? What is the accrual rate for Regular employees?
- Frequency/date of accrual - How often should leave credits accrue?
- Leave credit carry over/renewal policy - Can leave credits be carried over once regularized? Can leave credits be carried over upon renewal?
You’ve just learned what items to check if there are discrepancies on the leave credits of an employee. If you need further assistance, get in touch with us at firstname.lastname@example.org.