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Administrator Guide
Last Updated: 2023-06-23
Example: Display Balances for Plans with Intermittent Time Off

Example: Display Balances for Plans with Intermittent Time Off

These examples suggest how you might configure balance tracking and visibility for 2 common Absence policies. The examples are for Family Medical Leave Act (FMLA) scenarios, but apply to any type of intermittent time off.
Employees at Cara's company can take PTO concurrently with FMLA. To support this policy, Cara sets up a single time off plan, with 2 time offs that subtract from the plan. Her time off plan must track and display balances because the intermittent PTO reduces its time off plan and FMLA leave balances.
Time Off Plan
Track Balance
Balance Visibility
Time Offs that Subtract from Plan
PTO Plan
Yes
Yes
  • Regular Time Off
  • Intermittent FMLA Time Off
Employees at Rupert's company must deplete their PTO before taking intermittent FMLA. To support this policy, Rupert sets up 2 time off plans. He must display balances for the
PTO Plan
, and either hide or not track balances for the
Intermittent FMLA Plan
.
Time Off Plan
Track Balance
Balance Visibility
Time Offs that Subtract from Plan
PTO Plan
Yes
Yes
Regular Time Off
Intermittent FMLA Plan
No
Not applicable
Intermittent FMLA Time Off
  • Create the
    FMLA
     leave type.
  • Create these time offs:
    • Regular Time Off
    • Intermittent FMLA Time Off
       (linked to the
      FMLA
       leave type)
  • Security:
    Set Up: Time Off (Calculations - Absence Specific)
     domain in Time Off and Leave functional area.
  • Employees can take PTO concurrently with FMLA.
    1. Access the
      Create Time Off Plan
       task.
    2. Select the
      Track Balance
       check box.
    3. Select a
      Balance Visibility Type
      .
    4. On the
      Time Off
       tab, add 2 rows and select these values in the
      Subtracts from Balance
       field:
      • Regular Time Off
      • Intermittent FMLA Time Off
  • Employees must deplete PTO before taking intermittent FMLA.
    1. Create the
      PTO Plan
       that tracks balances and subtracts
      Regular Time Off
       from the plan's balance.
    2. Create the
      Intermittent FMLA Plan
      :
      1. Access the
        Create Time Off Plan
         task.
      2. Leave the
        Track Balance
         check box blank.
      3. On the
        Time Off
         tab, add a row and select
        Intermittent FMLA Time Off
         in the
        Subtracts from Balance
         field.
    3. Create a leave of absence rule that requires the
      PTO Plan
       to be depleted before the employee can use FMLA.