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Can I set up a rolling 12-month policy?

  • July 19, 2023
  • 33 replies
  • 1228 views

At the moment we don't support a 'Rolling' cycle but there are some steps that can be taken via a workaround. It is high in manual work so may not be of interest to you but I'll detail it below.

Set up a rolling 12-month period for sick leave. I suggest a basic January 1, 2023, the 12-month period will end on December 31, 2023. Allowance 0 days.


Assign the policy to the employee when they take their first sick leave. This will ensure that the employee is aware of the policy and that they can track their usage of sick leave.


When it comes to use: manually grant the employee 5 days and then use their first leaving them with 4. The policy should state the number of sick days that employees are entitled to, the definition of a sick day, and the process for requesting and approving sick leave.


The process of boosting the balance from 4 to 5 days, 12 months after the original request, is to be done by you. If you head to Settings > Task Lists > here you can create a New Task list and use the Time Off policy as the anchor event.

Then you can create one solitary task within the task list. This task is going to go to you and/or your HR team notifying you to boost the balance.

The trigger date will be 364 days from the anchor date. So when the employee requests a sick day, the task list is triggered but it won't send a task/reminder to you until a year later. Then you will manually boost the balance.
 

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33 replies

Hi Hannington,

 

Thanks for sharing this workaround, which I’ve come across trying to set up our own rolling 12 month sickness absence. It’s really disappointing to learn that this is such a manual workaround, when we look to our systems to automate and save admin work or room for human error or oversights.

Is there any plan for support of rolling 12 month allowances to be added in future?

Thanks,

Louise


Lindsay Sinenberg
Bobber

Hi @Louise Sparkes! Monica Vinader has been added to the open feature request with our Product Team. But, the feature’s current status is under PM review, so it won’t be available imminently.

When I add a company, it allows the Product team to know the demand for the feature, so they can better prioritize it in the roadmap. I’d recommend reaching out to your account manager who will be able to provide any updates on timeframe if changes occur.


  • January 15, 2024

Hi! I was just wondering if there is an update on this?


Lindsay Sinenberg
Bobber

Hi @Nelly Nardelli! Currently there is no update, but I added your company to the open request with the Product Team. I’d definitely check-in with your CSM so they’re aware of this need and they’ll be able to provide any updates made in the future.


Alexandra Rowberry

Hi @Lindsay Sinenberg , I have already raised this with our account manager but my company would also be extremely interested in this feature.


Hi @Lindsay Sinenberg our company would also be interested in this 12 month rolling period for certain time off policies. If you can add our company also to the open request. Thank you!


  • February 9, 2024

@Lindsay Sinenberg 

My company would also use a 12 month rolling cycle feature, it’s so disappointing that it isn’t something already available as it’s quite a normal practice. Please add our Company to the open request. 

Thank you so much!


PLEASE PLEASE PLEASE get this on the Product Roadmap!  Bob is so intuitive and great in so many other ways and this is just a pain.  I run a sickness report at the end of each month to give me sickness in last 365 days and then work things through with payroll but it’s a pain!  So many businesses use rolling sickness, it’s a no brainer to be able to measure it simply on Bob (Please)


  • March 18, 2024

Hi,

I’d also love to see a rolling 12 month period for different time off policies! It would be really helpful!


Hi, we have just joined Bob, and are in need of a rolling 12 month absence functionality. This is fairly common practice in the UK - I can’t believe it isn’t available yet. Please add to the road map 🙏🏻


I’d also find it really useful to have a rolling 12 month period for sickness absence!


Hey everyone - there is another conversation thread that I have also been following about the exact same thing and we got a response from HiBob that it is on the Roadmap for release in Q1 next year.

I just hope that they get the backend right so that our sickness reports can easily turn into rolling reports, if I have to transfer all the data I will go mad!


Lindsay Sinenberg
Bobber

@Nic Stenning Fingers crossed the Q1-2025 release stays on schedule! 📌


@Lindsay Sinenberg I’m also looking for this functionality, do you know if it will be released this Q please? 🙌

 


One more customer seeking to implement rolling calendar for UK sick leaves (without manual workarounds). Looking forward to news about the release in Q1 2025. We have a mix of 15 and 30 days per rolling calendar year, so need to be able to configure per policy (or person).


  • January 8, 2025

@KoenDeSmet We have got you! Stay tuned!


Please add me to this open feature as we are also looking for a rolling 12-month view and unfortunately the workaround will introduce more human intervention and risk of error than our current offline workaround, not less, so is not a suitable replacement. Many thanks, Rebecca


  • January 14, 2025

Glad to see this is being looked into. We would also be interested in a rolling absence functionality but over 18 months rather than 12, would this be possible? Can we be added to the list?


I’d also make use of the rolling 12 month feature - please add Gemba to the list :) 


Please can you also add Marshmallow to the list - thank you.


Hi, Hectare Agritech also need this function! 

While we’re waiting for it to get sorted...can someone help me?! ​@Pranhita Sharma 

I’m setting up our HiBob account at the moment (Feb 2025). Therefore I need to add sick leave people have taken going back to Feb 2024. When I try to add a date in 2024 I get the error “Policy is not assigned for the selected dates” - how do I create a policy for the 2024 calendar year so I can add backdated sick leave?

Thanks


Kerrie Holland

Hello, be great to know if there is any update on this to release for this quarter. We would really love this function and didn’t realise HiBob didn’t support this until now as it seems a common thing most HRIS supports. 


Lindsay Sinenberg
Bobber

Regarding this feature request: there has not been an update since 3 months ago on timeframe unfortunately. But please reach out to your CSM who will be able to provide check-in with the Product Team about timeframe changes!

@Becky Smith Please make sure that employees are assigned to the applicable policy for 2024. The time off requests can only be submitted or imported to a policy that the employees profile is associated with.
Feel free to refer to this Help Center article that goes over policy assigning in bulk from the Policy Balances page 😊


Hi, also adding my interest to this. We have a Working Abroad policy that allows for 30 days in a rolling 12-month period. 

Do we have a timeframe on when this will be rolled out? Feels like a no-brainer to do this.


Johnny Barnett

Please also add Quartix to this feature request please.

We’re currently in our implementation stage and were told this is being worked on. It surprises me this isn’t already a feature as it is a part of the UK Payroll Module already and many competitors, including the one we’re coming from, already include this as a feature.