Length of Services


Create and Review Length of Service Accruals

The Length of Service Accruals are used to automatically increase your user's allowance/balance or change their policy once they have reached a certain number of months/years of service within your company. As an example, an employee may get an extra week of vacation annually once they hit their third year of employment.

Once a Length of Service Accrual is created, it can then be assigned to one or multiple users. Each user can only be assigned one Length of Service accrual.

Our system has two types of Length of Service Accruals. One type is called "Allowance Increase", while the other type is called "Policy Change". Please refer to the corresponding sections below for more details on each type.

TIP: If your company gives extra vacation/PTO at multiple years of services (ie at the 2nd, 5th and 10th year), then you must only create one Length of Service accrual, and add the "Vacation/PTO" time-off type 3 times within that accrual, each at their own month of service.

 

Here's how to do an Allowance Increase:

The "Allowance Increase" method is used when you only need to increase a user's allowance, while all their other user settings stay the same. This method is mostly used when your users are NOT automatically accruing their balance on a weekly/monthly basis, or if haven't created any time-off policies within your account.

  1. Time-Off 
  2. Settings
  3. Length of Services
  4. Allowance Increase - Add New
  5. Name the Accrual
  6. Identify if anyone should be notified of this change
  7. Add New
  8. Select which Time-off Type will be added to
  9. Select which month of service this increase will occur
  10. Define how many days/hours it will increase by
  11. Define how the increase will affect the balance.
  • Full -> The Allowance increase will be added to the balance in full. 
  • None-> The Allowance increase will not affect the balance until the renewal. 
  • Prorated-> The Allowance increase will be added to the balance but in proration if applicable. 
  1. Choose if the extra allowance will be rewarded on the Anniversary date or renew on the Calendar Year
  2. Add
  3. Assign accrual to users by going back to the Lenght Of Services screen 
  4. Select the Icon with a little person with a (+) sign
  5. Select the Users in question
  6. Apply Length Of Service

 

Here's how to do a Policy Change:

This is the recommended Length Of Service.

The "Policy Change" method is used to automatically "bump" a user from one policy to another, once they reach a certain number of months/years of service within your company. To use this method, you must first create time-off policies, if you haven't already.

  1. Time-Off 
  2. Settings
  3. Length of Services
  4. Policy Change - Add New
  5. Name the Policy Change
  6. Identify if anyone should be notified of this change
  7. Add Policy to Apply
  8. Select the Time-off Policy
  9. Select which month of service the policy will change
  10. Choose if the Policy will change on the Anniversary or on the Calendar Year
  11. Add
  12. Add any other policies needed.
  13. Assign accrual to users by going back to the Lenght Of Services screen 
  14. Select the Icon with a little person with a (+) sign
  15. Select the Users in question
  16. Apply Length Of Service

 

To view what LOS users are assigned to, run the User Information Report and add the Length of Service Accrual column.  This will show both who is on each LOSA as well as which users have not been assigned one.

Here's the article to create Time-Off Policies: Time-Off Policies

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