Configure the End of Probation Transfer

Dayforce Implementation Guide

Version
R2025.1.1
Configure the End of Probation Transfer

To configure an end of probation transfer:

  1. Go to Pay SetupEntitlements and click the Entitlements tab.
  2. Click Add. A slide-out panel opens.
  3. Configure the new entitlement policy as follows:
    1. Enter 2. Sick - Hours Transfer From Restricted in the Name and Description fields.
    2. In the Balance drop-down list, click Sick – Hours Restricted.
    3. In the Recurrence drop-down list, click One Time – 90 Day after Hire.
  4. In the Rules and Qualifiers section, click the add icon and then click Ruleset. Configure the ruleset as follows:
    1. Enter Transfer at end of Probation Period in the Name and Description fields.
    2. Enter 0.00 in the Minimum field.
    3. Ruleset showing configuration in previous step.
  5. Click the add icon and then click Rule. Configure the rule as follows:
    1. In the Type drop-down list, click Balance Carry Over Rule.
    2. Enter Transfer to Balance in the Name and Description fields.
    3. Enter 0 in the Assign initial value field.
    4. Enter 0 in the Max amount to carry over field.
    5. Click Transfer excess amount to balance and select Sick - Hours in the list.
    6. Select the Start new balance period checkbox.
  6. Click Save.

Balance Carry Over Rule displaying the configuration.