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Hi everyone,

I’m currently exploring the Absence Management app and looking for a way to set up vacation rules that help automate our HR processes.

As a German company, we want to grant a specific group of employees a fixed number of vacation days — for example, 25 paid vacation days per year. Ideally, these days should be allocated at the beginning of each year, so that employees can plan and request their vacations in advance.

We don’t want the vacation days to accrue monthly or annually over time. Instead, the goal is to assign a fixed amount once per year — and this should happen automatically, without having to manually reset the balance every January.

Additionally, it’s important that remaining vacation days from the previous year are carried over into the new year. According to common practice in Germany, these carried-over days should remain valid until the end of March.

Is there a reliable workaround or best practice to achieve this setup?

Any tips or experience would be greatly appreciated!

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Hi,


You can set vacation times for employees using accrual plans.

1-Set an Accrual Plan


2- The rule can be set as follows.


3- Create an allocation based on this accrual plan.


Hope it helps


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Hello Anna, 


For the every-year leave allocation. You can manage via the automation rules, but in case of the carried over, you need to add custom code. 


Thanks.

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