So here is the main concept: your company may have different policies for time-off. For example, it is common here in Germany that employees get around 20 days every year. In the United States on the other hand, it is common that employees receive vacation days on a monthly basis instead. The number of vacation days received may change if for example, the company has a seniority policy, giving better benefits to those who came to stay.
When setting up a policy, the most important options are:
- Cycle type: allowance can be earned monthly or yearly
- Amount: how much allowance the users will receive on each cycle
There are other options that allow you to fine tune and make it look exactly how it works in the real business. We cover those better in the Detailed policy options article.
Now that you have your policies set, it is time to tell the app which one of them is assigned to each user. This is called a policy subscription. Any time a new user is created you will have the opportunity to select which policy defines their time off. Of course this may change over time, so it can be edited on the users profile or in bulk, by ticking users directly on the users list.
The subscriptions have basically a date when it starts and which policy is starting. That gives you a timeline view of what affected that employee’s allowance over time. Normally, the date of the first subscription will be the first day of employment (or the first day that allowance is tracked with absence.io).
Setting up a users subscription was the final step. As promised, we’re going to handle all the mathematics from here. Now the allowance for that employee can be checked and even previewed how it will look like in the future (or past).
Since the allowance numbers are dynamically calculated, it is easy to fix any input errors at any time. Changes on policies or subscriptions are taken into account immediately. If for any reason your allowance numbers still look a bit off, we recommend checking the Detailed policy options article. Also, feel free to contact our customer support and we can work together on it!