Creating a Time-Off Rule

Important:

If you use SuitePeople U.S. Payroll in your NetSuite account, follow the setup instructions in Time-Off Management Integration With SuitePeople U.S. Payroll.

To create a time-off rule:

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

  2. Click Edit beside the plan that you want to define rules for.

  3. Click New Time-Off Rule.

  4. In the Time-Off Type field, select a time-off type to apply to the plan.

    Tip:

    Click New in the Time-Off type field to create a new time-off type for this plan.

  5. Enter the minimum tenure for this time-off type, and choose months or years. Usually, minimum tenure increases how much time off employees get over time, but you can also use it to adjust accrual or carryover rules at milestones.

    For example, you might want employees to start with 10 vacation days, then bump it up to 15 days after five years. To do this, add two rules for the same time-off type: one with a minimum tenure of zero and 10 days, and another with five years and 15 days.

  6. Set up time-off accruals. For more information, see Time-Off Accruals.

  7. Set up balance and carryover limits. For more information, see Setting up Balance and Carryover Limits in a Time-off Rule.

  8. Click Save.

Repeat these steps for each rule you want to add. You can create multiple rules for one time-off type in a plan, but it has to accrue the same way — either by a fixed amount or by hours worked — in every rule.

Related Topics

General Notices