When adding additional milestones to a time off policy, you can determine a waiting period of how long the employee must work before moving up to the next accrual milestone.

The accrual level start date on an employee's profile triggers the accrual waiting period in the specific time off policy. Once you have assigned an employee to their first time off policy, you will see this field in the top right corner of the Time Off tab.

By default, the accrual level start date will be the same as the employee's hire date.*

*Note: Each employee has a record of their hire date on the Job tab.

To edit the accrual level start date:

1. Click on the current date.
2. Enter the new date and click Apply.
3. Assign policies as applicable.

Once saved, the accrual waiting periods for all policies assigned to this specific employee calculates based on the new accrual level start date. Please keep in mind that making a change to this field will not automatically result in retroactive adjustments to existing history.

In the screenshot above, notice the accrual level start date has changed to two years before the hire date. This change will not automatically update the employee's hire date in the system, but it will show as the Hire Date when choosing the accrual start date for a specific plan. See the example below.

If a new employee's offer package includes a higher accrual amount as if they have additional tenure with your company, you will need to manually change the date. According to the hire date, this employee got hired on 6/1/2012, but you need the accrual to reflect that they got hired on 6/1/2014. In this case, do the following:

1. Edit the accrual level start date to show 6/1/2012.
2. Assign the policy with a starting date of 6/1/2014. (The starting date is the day you would like BambooHR to begin automatic accruals.)
3. Look at the time off preview to double-check the projected accruals and milestone changes as applicable.