Removing an Accrual and Absence Policy

Occasionally clients add new accrual plans and absence policies and wish to terminate use of old plans and policies. When this request comes in, you will need to un-attach and inactivate the plans.

Absence Policy (Without Time and Attendance)

1. Navigate to Client Management > Benefits > Absence Policies.
2. Select the Absence Policy the client no longer needs.
3. Click Delete.
   

Absence Policy (With Time and Attendance)

1. Navigate to Client Management > Time Management > Hours Allocation Rules.
2. Select a Rule Set in which the Absence Policy is connected.
   
3. Delete the Rule with the old Absence Policy and click Finished Editing.
   
4. Repeat as needed for all Rule Sets with the Absence Policy attached.
5. Navigate to Client Management > Benefits > Absence Policies.
6. Select the Absence Policy the client no longer needs.
7. Click Delete.
   

Accrual Plan

1. Navigate to Client Management > Benefits > Accrual Plans.
2. Select the Accrual Plan the client no longer needs.
3. Click Edit.
4. Inactivate the plan and Block Display On Check.
5. Save.
   

If the client wishes for the Accrual Plan to be removed from the Leave Accrual screen, each employee will need to be unenrolled from the inactivated plans. Be sure no employees currently have a balance in the plan. If you find an employee with a balance, reach back out to the client.