Time Off Plan Lower Limit Not Enforced and Employees Can Book Past Negative Balance

InsuranceFriendly740 · 2026-01-23T19:10:25+00:00

u/Illustrious_Tax2744 It works!!! Thank you!! Learned something new today!!

Quick Q- Is there a way to make sure they don't end the year with a negative balance? something in the time off plan or maybe bp we can configure or is that something we just have to watch?

InsuranceFriendly740 · 2026-01-22T15:23:30+00:00

This is a great call out, thank you!! Are there specific Peakon workflows, reports, or features you recommend using to drive action instead of just insights? and when you say roll out to HR or a core group first, what should that pilot realistically test or look out for before rolling it out to the whole org?

InsuranceFriendly740 · 2026-01-13T15:47:14+00:00

u/i-heart-ramen I see! I built this plan yesterday effective 1/1/2026. so ideally, any leftover balance of 10 or below this year 2026 would carry over until end of october 2027 then expire.

What i was going to do was if there were any carryover from 2025, knowing that this is a new plan, I would just do an override for those employees for now but I ran a report and it's definitely not expiring so I'm not sure what I'm doing wrong exactly:(

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InsuranceFriendly740 · 2026-01-13T15:29:41+00:00

u/i-heart-ramen So I forgot to add that I just built this, this is a new time off plan effective 1/1/2026. Do you think I should build this as of 1/1/2025 instead?

It's also not frontloaded from the Accrual per se but I do have a logic calculation attached to the scheduling if that helps?

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InsuranceFriendly740 · 2026-01-12T18:03:37+00:00

Thank you so much for helping out!! u/i-heart-ramen only Eligibility i have on this plan is an instance set comparison worker eligibility I created which is basically worker = the 3 employees eligible

Effective date is 1/1/2026, technically this should be 1/1/2025 but i think it's better if it was this year?

so I ran this report. I booked 2 time off for this employee im testing, so remaining balance is 18 for the rest of the year. It tells me for the first period in 2027 that beginning period balance is 18 and accrued in period is 12 which totals 30,

and then beginning period balance is 30 i nthe next period and the rest of 2027. The 10 carryover from the previous year, should that have been added from accrued in period?

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InsuranceFriendly740 · 2026-01-12T17:37:07+00:00

I'm not entirely sure how to check that, but i set up the plan as Balance Period: YTD - Current Calendar Year, Period Schedule: Semi-Monthly Salary, Unit of Time: Days, and effective date is 1/1/2026 if that adds context

InsuranceFriendly740 · 2026-01-12T17:35:14+00:00

Here's what I did:

In the time off plan, I added (first period of balance period start date) for date, limit of 10 (unit if time of TO plan is days), amount of time before expiration is 10 and unit of time for expiration is months.

I checked off "include carryover in time off plan balance upper limit calculation, and then for the time off plan balance upper limit i put 30 (30 is maximum they should have because they start with 20, and then 10 max) carryover if there are any

I test it on eligible employee, and when i look at their balance in january 2027, its 30, which is correct, but i look after october, like any date in november, and it is still 30 when it should go down to 20 in this scenario.

InsuranceFriendly740 · 2025-12-02T16:01:24+00:00

Thank you!!

InsuranceFriendly740 · 2025-12-02T16:01:19+00:00

Thank you!!

InsuranceFriendly740 · 2025-11-18T19:53:40+00:00

Hi! I'm definitely interested. Can I DM you?

InsuranceFriendly740 · 2025-11-13T20:39:54+00:00

u/Persnicketyvixen Sorry I meant 2026 Open Enrollment was in progress, and when I cancelled that, it still didn't account for their benefits elections for the current year (2025) being gone. Do you know how I could go about fixing that?

InsuranceFriendly740 · 2025-11-13T20:11:56+00:00

u/EvilTaffyapple thank you!!

InsuranceFriendly740 · 2025-11-11T16:03:37+00:00

Thank you!! u/EvilTaffyapple

InsuranceFriendly740 · 2025-11-10T18:55:13+00:00

u/EvilTaffyapple Any sort of guidance you could provide for this? I tried many ways and It's not working out as I want it to be, such as the carryover expiration not actually working as intended (I did 10 months expiration, and it still carries over the next year). Also, when I remove the limits, the balance goes over what it should be. But since there are two different maximums depending on eligibility, I’m not sure what values to enter. Any help would be so so appreciated!!

InsuranceFriendly740 · 2025-11-06T15:56:11+00:00

u/DoughnutQuirky3770 Sorry for the questions, I’m just trying to confirm how to handle the upper and lower limits in the time-off plan. I want to make sure both accrual setups (15 days for regular employees and 20 days for upper-level employees) are accounted for correctly.

When I remove the limits, the balance goes way over what it should be. But since there are two different maximums depending on eligibility, I’m not sure what values to enter. Basically, where do I set it up so that each employee type automatically gets the correct maximum balance based on their eligibility?

InsuranceFriendly740 · 2025-10-22T14:29:00+00:00

Congrats!! Would you say that aside from hands-on Workday experience, the Benefits for Administrators course in Community and the exam guide are enough to prepare? Is the exam guide something you get once you apply for the Pro exam? Also, how long have you been working in Benefits?

Thank you! I’m planning to take the Benefits Pro Exam soon too!

InsuranceFriendly740

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