Setting up a Time-Off Rule With Payroll

Important:

This topic applies to you if you use SuitePeople U.S. Payroll in your NetSuite account.

After you create a time-off plan, you must define and apply rules to the time-off plan. Time-off rules allow you to specify how you want employees to accumulate time off over a period of time. The image below depicts the process for setting up accruals in a time-off rule:

To set up a time-off rule with payroll:

1. Go to Setup > HR Information System > Time-Off Plan.

2. Next to the plan that you want to define rules for, click Edit.

3. Click New Time-Off Rule.

4. In the Time-Off Type field, select the type of time off to apply to the plan. To integrate with Payroll, choose a time-off type that you created in Associating a Time-Off Type With a Payroll Item.

5. Specify the minimum tenure for this time-off type and whether the tenure is in months or years. Typically, minimum tenure is used to increase the amount of time off employees are entitled to over a specific period of time. However, it can also be used to adjust an accrual or carryover rule at an employment milestone.

   For example, you might want employees to start with 10 vacation days. Then, set an increase after five years of employment to 15 vacation days. To do this, you would add two time-off rules to the plan using the same time-off type. One rule would have a minimum tenure of zero with an entitlement of 10 vacation days. The second rule would have a minimum tenure of five years with an entitlement of 15 vacation days.

   Note:

   If you set a minimum tenure on a time-off rule, note the following. The associated payroll item appears on employee pay statements only after an employee has met the minimum tenure.

Next, set up accruals for the time-off rule. Consider whether you want time-off types to accrue by a fixed amount or by hours worked:

• Setting up an Accrual Based on a Fixed Amount With Payroll

• Setting up an Accrual Based on Hours Worked With Payroll

For more information, see Accruals Based on Fixed Amounts and Accruals Based on Hours Worked.

Related Topics

• Prerequisites for Integrating Time-Off Management With Payroll
• Setting up Payroll Items to Work With Time-Off Management
• Associating a Time-Off Type With a Payroll Item
• Creating a Time-Off Plan With Payroll
• Updating the Employee Record for Time-Off Management and Payroll
• Time-Off Management Integration With SuitePeople U.S. Payroll

General Notices