In Calamari, you have the flexibility to establish entitlement accrual rules for your users in accordance with your company's policy.
This can be approached in one of two ways:
Absence year determined by a specific day and month,
Absence year aligned with the user's hire date anniversary.
This article will focus on the second option: a policy that corresponds with the anniversary of an employee's start date.
To set this up, navigate to Configuration → Absence Types → Select a particular absence type → Carry-over tab. Here, you can specify that the carry-over policy should reflect the anniversary of the hire date.
However, it's important to be aware that this accrual method impacts how entitlements are displayed to users.
Example:
An employee was hired on 1st September 2023, and then they gained 10 days of Sick Leave.
Their next accrual will appear on 1st September 2024 on the anniversary of their hire date.
However, during the whole year (1.09.2023 - 31.08.2024), their entitlement will be presented as if they were still in 2023 (even if we are already in 2024).
Entitlement 2023:
Entitlement 2024:
They are still under the entitlement accrued from 1st September 2023 until 1st September 2024, when they gain new entitlement.
If you apply this policy to all users, it's possible that when you check their entitlement, some of them will still be on last year's entitlement if their anniversary hasn't occurred yet this year. On the other hand, some users may already have their entitlement presented in the current year if their anniversary has already occurred by the time you're checking the entitlement.
Best Practices
If you want to help your colleagues understand their entitlement details better, you can use the 'description of the absence type' feature. Here's an example:
To add the description, when you navigate to Configuration, select Absence types, then absence type, and click on Edit. Then go to the 'Messages' section, where you can update the description.
