Begin can automatically track how much paid time off (PTO) each employee has accumulated and how much they have used. This is managed through accrual policies. This feature is available to Admins.
What is an accrual policy?
An accrual policy defines how leave balances accumulate over time. For example, an employee might earn 2 days of vacation per month. The policy sets the rules, and Begin calculates the balance automatically.
How to create an accrual policy
Go to Absences in the left sidebar (or find it under management sections).
Navigate to Accrual Policies.
Click on an absence type to edit its settings, including accrual policy configuration.
Configure the accrual rules: how many days/hours accrue, the accrual frequency, and the maximum balance.
Click Save changes.
How to assign an accrual policy to an employee
Open the employee's profile.
Go to the Time-off balance tab.
Select the accrual policy to assign.
Save the changes.
How to view absence balances
You can see how much leave an employee has remaining by opening their profile and checking the Time-off balance tab. The balance shows accrued days minus used days.
What happens when an employee submits a leave request?
When an employee submits a time-off request and it is approved, Begin automatically deducts the used days from their balance. If the employee does not have enough balance, the request can still be approved (resulting in a negative balance), depending on your company's policy.