For lots of companies, the new year means time-off balance refreshes and carry overs. It’s a good idea to do a quick spot check in Kin when the new year rolls around to make sure the house is in order. Here are a few suggestions to help you along.
If you have time-off policies refreshing on January 1st, you’ll want to do a quick spot check in the new year to make sure everything looks good. If you notice anything peculiar, drop us an email and we’ll help you troubleshoot.
Does your time off carry over?
Does your company carry over time off balances? You’re lovely. Per the previous tip, do a spot check of a few employees’ profiles to ensure your accruals or refreshes are looking good. Kin’s calculations are correct, but sometimes they’re different than what we humans are expecting.
Date of hire anniversaries in 2014?
Some companies grant more time off the longer an employee stays with the company. If you have different time-off policies in Kin for each “tier” of time off, well, 2014 is the first time you’ll need to move employees between those policies in Kin. Here’s the most accurate way to move an employee between policies:
1. Set up the new policy if you haven’t already done so and add your eligible employee(s) to it.
2. Next, identify any existing time-off events that are booked to the ‘old’ time off policy and move them to the new one. You can do this by clicking ‘edit request’ within an employee’s time-off entry.
3. If there are existing time-off entries that ‘span’ the renewal date (anniversary or otherwise), you’ll need to split them into two entries to ensure the employee’s balances are being debited correctly. The first will go up through the renewal date and will remain on the old policy, and the second will be booked to the ‘new’ policy and will round out the rest of the time off the employee originally requested.
4. After all requests have been updated, you can remove the employee from the old policy and you’ll be all set. Note that even though you remove them from the old policy, their activity and history will still appear.
Don’t go it alone.
If you need a second pair of eyes to review your employees’ balances, or if you’d like us to look behind the scenes at how Kin is calculating your time off, please get in touch with us at any time by writing [email protected]