How do I set up a time off plan that does not automatically renew each year?

Time off plans in HRIS renew every year based on the date listed on the plan renewal. Avoid a yearly time off plan renewal by following the instructions below in order to reconfigure the plan. You can choose to either un-assign employees from the plan or create a new plan with a zero-day accrual plan.

Un-assign employees on the last day of the plan year:

1. Assign employees to the plan by referring to How do I mass assign a time-off plan?.

2. On the last day of the plan year, un-assign the employees by following the instructions from How do I mass remove employees from a time-off plan?.

Create a new time off plan with a Zero-day accrual plan:

1. Create a time off plan. 

2. Enter "0" for the time off amount (hours or days) and do not select the checkbox for Allow unused time off to carry over.

3. Assign employees to the plan by referring to How do I mass assign a time-off plan?.

4. Import the correct accrual amount for this plan year into the employee's accrual banks using the HRIS Imports: Time Off.

TIP:

Once the plan renews, the new accrual amount will renew to 0 hours or days.