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Custom Workforce Rules for FTE-Based Time-Off Management
# Client Profile

A K-12 school with a mix of full-time, part-time, and variable-hour employees, each requiring different holiday and paid time-off entitlements based on FTE hours.

# The Challenge

The default system could not handle:

  • Complex PTO Rules – Entitlements varying by FTE status.
  • Inconsistent Accruals – Manual workarounds led to errors.
  • Compliance Concerns – Risk of violating education labor agreements.
  • Administrative Burden – HR spent excessive time on corrections.
# Our Approach

We analyzed HR policies, payroll cycles, and system capabilities, then:

  • Policy Mapping – Translated PTO and holiday rules into system logic.
  • Custom Rule Development – Built complex equations for entitlement calculation.
  • User-Defined Field Setup – Added fields to capture FTE-based data.
# The Solution in Action

We configured a customized workforce time-off management module that:

  • Advanced Pay Rule Logic – Applied different accruals and holidays based on FTE status.
  • Automated Entitlement Calculations – Removed the need for manual adjustments.
  • Integrated Compliance Checks – Ensured alignment with labor agreements.
  • Scalable Configuration – Adaptable for future policy changes.
# Results & Impact

  • Error-Free Accruals – Accurate PTO and holiday allocations for all employees.
  • Time Savings – HR reduced manual calculations by over 70%.
  • Compliance Assurance – Fully aligned with education labor regulations.
  • Scalability – Easy to update when rules or policies change.
# Key Takeaways

  • Custom Configuration Expertise – Tailors systems to unique policies.
  • Automation of Complex Rules – Eliminates manual intervention.
  • Compliance-Built Solutions – Reduces legal and payroll risks.