Setting up time-off balance expiration

In this article you can find out how to set up balance expiration.

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Time-off balance expiration makes it easy for managers to automatically manage leave balances, helping everyone stay on the right side of labor laws. Plus, with Shiftbase, employees receive friendly reminders about their expiring balances, so no one has to worry about missing out.

Contents

Setting up time-off balance expiration

Time-off balance notifications

Migration to Statutory & Non-statutory with Absence Expiration

Setting up time-off balance expiration

To set up the time-off balance expiration you will first need to navigate to the Settings (gear icon top right) and then click on the tab Absence on the left side of your menu.

Now we will first need to set up a time-off balance. For that we go to Balances and click on + Create balance.

Now give the balance a name, fill out the format the balance should have and set the default accrual based on a full-time employment.

Now you will have to enable the slider on Expiration and define after what time period you'd like your leave to expire.

When you're done, press Create.

You have now created a new time-off balance that you can link to an absence policy. After that, you can choose an absence type that you will be able to enable in the absence policy.

Now the only thing left to do is link this absence policy to a contract type.

Time-off balance notifications

Each month, you'll receive a friendly email reminder about your employees' expiring time-off balances, so you can easily stay on top of their leave management.

Employees will receive email notifications at 6 months, 3 months, and 1 month prior to their balance expiration, providing them with details on how to effectively utilize their upcoming time off.

Migrating existing balances to expiring balances

To learn how you can migrate from existing balances without expiration, to balances with expiration for the use case of statutory vs non-statutory balance accrual, you can follow this article.