• No, the policy name doesn’t show: 
  • You will need to assign the policy to this employee. We recommend verifying that your policy is set up correctly before you assign it. This guide can help you with verifying that your policy is set up correctly: “Create a Time Off Policy.”
• No, the incorrect policy name shows:
  • You will need to assign the correct policy to this employee. We recommend verifying that your policy setup is correct before you assign it. This guide can help you with this process: “Create a Time Off Policy.”
• Yes, move to question #2. 

• It is a future date.
  • The automatic accruals will not kick in until that future date. If needed, you can change the date to a past date. If you need to start automatic accruals before an employee’s hire date, you will need to change the accrual level start date, which you can learn about here.
• It is a past date. Move to question #3.

• No, the accrual level start date is incorrect.
  • Select the correct accrual level start date, then save the changes. Keep in mind that the accrual level start date applies to all time off categories. Changes to the accrual level start date are reflected only on future accruals, unless you refresh the accrual history. This help guide walks you through how to do this: “Update Accruals for an Employee’s Time Off Policy.”
• Yes, the accrual level start date is correct. Move to question #4. 

• No, the start time is incorrect.
  • If the start time is incorrect, enter the correct starting time, and then save the changes to the policy. Policy changes are reflected only on future accruals, unless you refresh the accrual history. This help guide walks you through how to do this: “Update Accruals for an Employee’s Time Off Policy.”
• Yes, the start time is correct. Move to question #5.

• No, the balance cap is incorrect.
  • If the balance cap is incorrect, enter the correct balance cap, and then save the changes to the policy. Policy changes are reflected only on future accruals, unless you refresh the accrual history. This help guide walks you through how to do this: “Update Accruals for an Employee’s Time Off Policy.”
• Yes, the balance cap is correct. Move to question #6. 

• No, the Employees receive accrued time... option is incorrect.
  • If the Employees receive accrued time... option is incorrect, there are two different ways you could resolve this:
    • 1) Create a new time off policy with the correct Employees receive accrued time... option, and then assign the new time off policy. OR
    • 2)  Edit your current time off policy, select the correct Employees receive accrued time... option, and then save the changes to the policy. Policy changes are reflected only on future accruals, unless you refresh the accrual history. This help guide walks you through how to do this: “Update Accruals for an Employee’s Time Off Policy.” After you have updated the accrual history, it is possible that you will need to submit a manual adjustment to fully correct the balance. As long as you have corrected the policy, the future accruals should not require any manual adjustments.
• Yes, the Employees receive accrued time... option is correct. Move to Question #7.

• No, I needed to make some corrections to the policy. 
  • If you need to make corrections to the policy, enter the corrections, and then save the changes to the policy. Policy changes are reflected only on future accruals, unless you refresh the accrual history. This help guide walks you through how to do this: “Update Accruals for an Employee’s Time Off Policy.” [Resolved?]
• Yes, the policy is correct. Move to Question #8.

• No, the policy does not accrue per hour worked. Move to question #14.
• Yes, the policy accrues per hour worked. Move to question #9.

• No, they do not track their hours worked through Time Tracking. Move to question #12.
• Yes, they track their hours through Time Tracking. Move to question #10.

• No, the timesheet is not approved.
  • Timesheets must be approved in order for the accruals to calculate for Per Hour Worked policies. Approve the employee’s timesheet, and then the accruals under the time off history will automatically update.
• Yes, the timesheet is approved. Move to question #11.

• No, the hours worked are not correct.
  • If the timesheet was incorrect, you can add to or edit the timesheet to ensure that the hours worked are correct. This help guide gives you more information on adding hours to timesheets: “Add Hours to My Timesheet.” As long as the timesheet is approved, the time off accruals will automatically update after you have updated the timesheet.
• Yes, the employee’s timesheet is correct. Move to question #14.

• No, I have not imported the hours my employees have worked.
  • If you do not have BambooHR Time Tracking, importing hours worked is required for your per hour worked policy to calculate correctly. This help guide walks you through how to complete this import: “Hours Worked Import.”
• Yes, I have completed the Hours Worked import. Move to question #13.

• No, I did not have the correct effective dates on my Hours Worked import.
  • If the effective dates on your Hours Worked import are incorrect, you will need to do a few things. 
    • 1) You will need to complete a deletion import to reverse the incorrect import. Essentially, you will add a Delete column to your original import to reverse that. This help guide shows you what your deletion spreadsheet should look like: “Import Hours Worked.” 
    • 2) You need to re-import the hours worked after you have corrected the effective dates. 
    • 3) If the accrual should have happened in the past, you will need to update the accrual history by refreshing it.
• Yes, I used the correct effective dates. Move to question #14.

Please reach out to a support hero here with the following information: 

• A description of the problem you are seeing
• The employee # of at least one employee experiencing this issue
• What that employee’s time off balance and/or accrual should be (if it is currently showing incorrectly)
• A description of the problem you are seeing
• What you have tested so far