For annual leave, employees accrue time off from what they worked the previous cycle (Apr - Mar) so if they started in Jan, they accrued days Jan-Mar and then these can be used as of April the next cycle.
- You will need 2 policy types 1. where the employee can book off their annual leave that they have accrued from the previous cycle and 2. where the employee can see and you track how much they have accrued so far for the next cycle.
- For employees that are in their first cycle, they should not be assigned any vacation policy as they have not accrued any time off yet. But they can be assigned an Accruing one to see what they are building up for the next cycle.
- Upon their first April at the company, you can assign them a vacation policy (this policy should be set to the allowance of 0 and you will have to manually adjust the amount per employee to reflect the amount of time off that they have accrued from their start date to the end of the previous cycle (31 March)).
- Then, when they are in their 3rd cycle at the company, they can be assigned the regular Vacation policy of the full amount that they are allowed but you will need to import in any carryover into the Vacation policy that they have from the previous cycle (as this is from a different policy type - Accrued Vacation).
- They can also carry over unlimited days for 5 years. This means, we need to import all their requests and carryovers for the last 5 years so there is alot of data to come through.
