FAQ: How do I delete or inactivate a time off plan?
You can't delete a time off plan. You can, however, prevent users from requesting time off and stop displaying plan balances. A simple way to do this is to add an eligibility rule that no one can meet. You can use a value comparison calculation to create a condition that is never true, such as
1=2
, and add it to the eligibility rules. On the Edit Time Off Plan
task:
- Check theAccrualandTime Offtabs for overrides to eligibility rules. If any accrual or time off definitions override the plan eligibility rules, be sure to modify theWorker Eligibilityrules on those definitions to include the1=2condition.
- If workers can satisfy eligibility rules by meeting either set (row) of criteria, add the1=2condition inside each row.
Example: The worker eligibility rules in your time off plan, or time off plan overrides in the accrual or time off, include these rows of value comparison calculations. Together, these rules require workers to be full-time or work over 30 hours.
- First row:FieldValueNameFull-time EmployeesCategoryAbsenceandPayroll1st OperandWorker: Scheduled Weekly Hours (across all jobs) as of Sub Period End DateOperatorgreater than or equal to2nd Operand40
- Second row:FieldValueNamePart-time over 30 hoursCategoryAbsenceandPayroll1st OperandWorker: Scheduled Weekly Hours (across all jobs) as of Sub Period End DateOperatorgreater than or equal to2nd Operand30
To add the
1=2
condition inside each row:- Access theEdit Time Off Plantask and select the time off plan that you want to inactivate.
- On each row of theWorker Eligibilitygrid, select .
- Enter or select these values:FieldValueName1=2CategoryAbsenceandPayroll1st Operand1Operatorequal to2nd Operand2