Using Absence from Another Absence Bank

This guide explains how to let employees use the accrued balance of one time off type toward another related time off type.

For example: an employee accrues 12 "sick" days (a primary time off type) during the year. Out of those 12 days, they could then use 5 days as regular sick days and 7 days as child sick days (a secondary time off type linked to the primary one).

Note: this feature is only available to customers who have the time off management and accrual calculation module. If you don't have it, contact us.

Steps

1. Go to Settings -> Company Profile, then click "Time Off Types" at the top.
2. Find the primary time off type you want to use as the accrual source (or create it), and check "Calculate accrual".
3. Scroll down slightly and enter the accrual amount for that time off type, then click Update at the bottom of the page.

4. Find or create the secondary time off type that should be able to draw on the primary type's balance.
5. In the "Use balance of this absence" field, select the primary time off type whose accrued balance should be usable by the secondary type, then check "Calculate accrual".
6. Scroll down slightly and enter 0 in the day quota for the secondary time off type you created, then click Update.