Migration of new time off types

Modified on Thu, 7 Nov at 1:32 PM

With the new pay types, attendance entries will no longer be generated for hourly paid time off requests. As part of the upcoming release, we will automatically migrate all day-based time off types from the old activity types to the new pay types. However, there are exceptions for hourly paid time off types, which will require manual migration by customers.


What do I need to do? 



Important note: We recommend that you migrate to a new pay type between now and March 2025. The sooner you migrate the better you're prepared for the changes and the earlier you can enjoy the new time off request features such as multiple or repeated requests. In case you don't migrate your data before end of March 2025, we will then migrate the hourly Time off types automatically.



Why do hourly paid Time off types need to be migrated manually?


Use Cases: Hourly time off types are used in various ways (e.g. work from home, training, room booking, overtime reduction), so we want to give you the flexibility to choose the most appropriate new pay type for you. There isn’t a straightforward 1-to-1 mapping between the old activity types and the new pay types and therefore you need to choose the pay type manually. 


Summary of changes 


The following table shows the impact of the alignments we made for hourly and salaried employees. 


Old activity type

Day or hour basedNew Pay type

Impact of the changes

Working, Paid 
(e.g. working from home)
DayOther typeEmployees will have to check in and out.
Working, Paid 
(e.g. working from home)
HourTemporarily continues to work with old working, paid Setting Admins - please migrate to a new Pay setting as soon as possible. Employees will also have to check in and out as soon as you migrate to new pay setting. 
Not working, Paid 
(e.g. vacation, sick leave) 
DayPaid 
(reduces expected working time)
No change

Not working, Paid (e.g. vacation, sick leave)HourTemporarily continues to work with old not working, paid SettingAdmins - please migrate to a new Pay setting as soon as possible.  Employees will also have to check in and out as soon as you migrated to new pay setting.
Not working, Unpaid 
(e.g. unpaid leave)
Not working, Unpaid
(e.g. unpaid leave)
DayUnpaid (with the activated option to reduce expected working time)



In both cases, no attendance entry is created for the time off request



HourUnpaid (with the activated option to not reduce expected working time)



Step-by-Step instructions for hourly paid Time off types


  • Navigate to the Time off settings
  • Click on the time off type with the warning message
  • Click on the select a new time off type hyperlink



  • In the pop up, select a new pay type
  • Click save



  • Communicate the changes to your team! Particularly important is that everybody knows they need to start       manually tracking attendance for hourly paid time off types. 


What will happen after I click save? 


Time off

  • The time off type will be moved to the selected pay type setting 
  • All future requests will be moved to Paid time off


Attendance

  • Attendance entries created by the time off type will be deleted (back to 2020). This means that in the months where the user had an hourly time off request: 
    • The expected time will be reduced by the length of the request 
    • The tracked time will be reduced by the length of the original request 
    • The Paid time off column will increase by the length of the request 
  • The attendance summary will be recalculated overnight to reflect the above changes


Analytics

  • The tracked time and expected time in the attendance reports will change


Payroll

  • Closed payrolls won't be recalculated 




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