Skip to main content
Administrator Guide
Last Updated: 2024-10-04
FAQ: How do I delete or inactivate a time off plan?

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 the
    Accrual
    and
    Time Off
    tabs for overrides to eligibility rules. If any accrual or time off definitions override the plan eligibility rules, be sure to modify the
    Worker Eligibility
    rules on those definitions to include the
    1=2
    condition.
  • If workers can satisfy eligibility rules by meeting either set (row) of criteria, add the
    1=2
    condition 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:
    Field
    Value
    Name
    Full-time Employees
    Category
    Absence
    and
    Payroll
    1st Operand
    Worker: Scheduled Weekly Hours (across all jobs) as of Sub Period End Date
    Operator
    greater than or equal to
    2nd Operand
    40
  • Second row:
    Field
    Value
    Name
    Part-time over 30 hours
    Category
    Absence
    and
    Payroll
    1st Operand
    Worker: Scheduled Weekly Hours (across all jobs) as of Sub Period End Date
    Operator
    greater than or equal to
    2nd Operand
    30
To add the
1=2
condition inside each row:
  1. Access the
    Edit Time Off Plan
    task and select the time off plan that you want to inactivate.
  2. On each row of the
    Worker Eligibility
    grid, select
    Create
    Create Value Comparison Calculation
    .
  3. Enter or select these values:
    Field
    Value
    Name
    1=2
    Category
    Absence
    and
    Payroll
    1st Operand
    1
    Operator
    equal to
    2nd Operand
    2