When is it Time to Oust Your Outdated Leave Tracking Process?

It was tempting to make this the shortest blog in history by answering the title with a succinct “Probably right about now” and saving everyone’s time. But we understand that every organization is unique and that this isn’t always an easy question to answer, so what factors should you consider when determining if it’s time to kick your current process to the curb?

A good place to start is to start asking some tough questions about how your current process is, or perhaps more than likely, isn’t serving you and your organization’s needs. 

Is Your Current Leave Tracking Process Exposing You To Unnecessary Risk?

There’s a time and a place for risk-taking, but much like gas station sushi and inebriated tattoo decisions, leave-of-absence tracking isn’t something that should be approached casually. If your current eave tracking process isn’t automated or involves pulling information from disparate systems that then require you to manually piece them together, then there’s a good chance you’re exposing your organization to compliance risk, or at the very least playing with fire.

We’re only human (until AI replaces us all), and humans make mistakes. From updating leave start and stop dates to verifying pay calculation accuracy to monitoring FMLA hour usage, there are countless opportunities for a manual tracking process to go sideways. If you’re currently using a spreadsheet to track your leaves, there’s a good chance that manual updates cause quite a bit of heartburn (and worry) in your workflow today.

If accuracy isn’t enough, it’s imperative that your processes also involve the safe and secure storage of your data and any pertinent files/documents that pertain to any individual leave. Non-secure file storage or data breaches are more likely to occur if you’re using shared drives and email-able spreadsheets.

Is Your Current Leave Process Not Getting the Job Done?

It might seem reductive to put it like this, but if your process isn’t working for you as it should it’s probably time for a new process. Maybe you’re currently using a poorly functioning 3rd-party solution to do your leave management dirty work, or like most People Ops pros today, you’re relying on spreadsheets to track your employees from A to B throughout the leave journey.

No matter the system you have in place currently, if it’s not efficiently and effectively tracking your leaves of absence you’re putting yourself and your team in a position to be unsuccessful. And with leave of absence management, being unsuccessful is not only a royal pain in the (peach emoji) for People Ops pros, but it also means your employees aren’t getting the support they need when they need it most.

Why Getting Leave Tracking Right Is More Important Than Ever

In the ever-evolving landscape of workplace dynamics, mastering leave tracking has become an indispensable function for People Ops pros. As organizations increasingly prioritize employee well-being and work-life balance, the accuracy and efficiency of your leave-tracking systems and processes have gained unprecedented significance.

Whether it’s parental leave or a mental health leave, accurate tracking ensures that your employees receive the time off they are entitled to, fostering a positive workplace culture and reducing burnout. 

Your leave management and tracking processes can have a profound effect on your employee experience, impacting everything from turnover rates to day-to-day workforce planning. We’re operating in a world where employees expect more from an organization than a competitive salary, they want to know you’re going to look out for them when they need it most. 

This will come as a shock to absolutely nobody, but compliance risks are under the watchful eye of leadership more than ever before, and errors in leave tracking can lead to legal ramifications and financial liabilities for organizations. Staying abreast of changing labor laws and industry regulations is essential to mitigate risks and maintain organizational integrity as you track your leaves.

Additionally, as remote and flexible work arrangements become increasingly prevalent, the challenges of managing dispersed teams necessitate robust leave-tracking systems. Clear communication and transparency regarding leave policies are essential to prevent misunderstandings and ensure smooth operations across diverse work environments.

Getting leave tracking right is not merely an administrative task but a strategic imperative for People Ops teams. It underpins employee engagement, legal compliance, and organizational resilience in the face of evolving work paradigms, making it a cornerstone of effective people management in the contemporary workplace.

You’re Ready For A Better Leave Tracking Process…Now What?

Let’s say in a hypothetical world you’ve been swayed by the reasons above to ditch your spreadsheets and siloed systems for a better way to track your leaves. Now what do you do? When vetting dedicated leave management systems you’re going to want to make sure of a few things:

Make sure the solution is both easy & effective: A leave-tracking solution that is easy but doesn’t check all the boxes it needs to in order to support you and your organization doesn’t really solve the problem at hand. Make sure it does the job it promises to do. 

Find a scalable solution: As your company grows, so too will your leave requests. Look for a solution that can grow as you do. 

A solution that provides compliance confidence: Not all dedicated leave management systems are created equal when it comes to compliance. For example, some may want to file forms on your employees’ behalf. While that may seem like a time-saver, the compliance risks associated with that are numerous and also rely on humans outside of your organization to file on behalf of someone within your organization. 

This means less oversight for both the employee and HR on whether or not files are being filed accurately and on time. It’s also a scalability concern. We detail some of these risks here

A tech solution to a human need: Relying on a dedicated solution to manage and track your leaves affords you and your team holistic visibility into the process. From eligibility determination to payroll accuracy, there are many facets to a single leave of absence that need to be tracked meticulously, and the tech shouldn’t supplant the fact that you, your team, and the employee on leave are humans who all need support through this complicated process.

About Tilt

Tilt is leading the charge in all things leave of absence management through easy-to-use tech and human touch. Since 2017, our proprietary platform and Empathy Warriors have been helping customers make leave not suck by eliminating administrative burdens, keeping companies compliant, and providing a truly positive and supportive leave of absence experience for their people.

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What Your Leave Tracking Spreadsheet Needs To Include

What’s the first thing that comes to mind when you think about your leave of absence spreadsheet tracker? Is it the color scheme that only you and a code cracker can decipher? Is it that one broken equation that’s too entangled in other spreadsheets to fix so you’ve just been manually entering in details for months? Is it the uneasy feeling that some percentage of your data hasn’t been updated and that if there were an audit, you’re certain discrepancies would surface?

Is it, “Wait, why are we still using spreadsheets for something so complex and important?”

The good news (or bad news depending on how you view it) is that you are NOT alone in the leave tracking spreadsheet nightmare. That’s why more and more People Ops and HR pros are adopting a modern leave-of-absence solution that makes managing leaves of absence automated, compliant, and stress-free.

Accurately tracking leaves is vital to your workflow, but also can be an impediment to getting your [4-letter word] done and achieving your org’s business objectives. To make sure your t’s are crossed and lower-case j’s dotted, let’s go over what your spreadsheet needs to include to be as compliant and comprehensive as today’s dedicated leave management software. 

Why Accurate Leave Tracking Is Important

The importance of accurate leave tracking extends beyond workforce planning and being able to determine how many FMLA hours an employee has left, though both of those are critical benefits to accurate tracking no doubt.

The deeper significance of having accurate leave tracking is your organization’s reliance on compliance. And while “reliance on compliance” is really fun to say out loud, it’s something that shouldn’t be taken lightly and underscores the importance of keeping your spreadsheets as current as they are comprehensive. If your organization gets audited for any reason related to leave it’s not only time-consuming to verify accuracy retroactively, but it can be quite costly.

Why Secure Leave Tracking Is Important

Leave tracking accuracy is only half of the equation when it comes to compliance, ensuring your spreadsheet is secure digitally is paramount. This doesn’t necessarily mean to have your spreadsheet under your sole lock and key, because if you’re the only one that can access the document and you leave the organization then you’re SOL.

Similarly, your spreadsheet (if it includes what it needs to include) contains sensitive data, so it shouldn’t be able to be emailed freely or given access to people within your organization who shouldn’t have access.

What A Comprehensive Leave Tracking Spreadsheet Should Include

Without a dedicated leave tracking software, there’s a good chance your manual spreadsheet has some, but not all, of the items that need to be tracked throughout the course of a leave of absence for all leaves in your organization. As alluded to above, implementing an access control plan for your leave tracking spreadsheet(s) should be a top priority, so with that in place, let’s break down what details you need to track and update regularly for accuracy if you aren’t already (order in the way that makes the most sense for your organization).

  • Employee ID (if applicable)
  • Employee Name
  • State
  • Work Start Date
  • Exempt Status
  • Part-time/Full-time
  • Contact email
  • Leave Type
  • Reason for Leave
  • Employee Manager 
  • Leave Start Date
  • Leave End Date
  • FMLA Eligibility
  • FMLA Hours Used
  • Total Leave Time Taken
  • Continuous or Intermittent
  • Pay rate
  • Eligibility for Company Benefits
  • State Benefit Eligibility 
  • State Benefits Days Used (if applicable)
  • Short-Term Disability Eligibility
  • ADA Eligibility

That might seem like a lot…okay, it is a lot, especially if you’re having to verify and update data manually on a regular basis, but ensuring these items are tracked accurately throughout a leave journey is critical to maintaining compliant leave records and administering a supported leave for your people. 

In order to accomplish this with a spreadsheet, you’ll need to ensure you have an airtight workflow with seamless access to leave information that lives both inside and outside of your organization’s purview (like from the state or your carrier, for example). You’ll need to do all of this, of course, while accommodating any questions from your employees that may pop up about their leave scenario and being their guide all the way through their reboarding when their leave is finished. 

Additionally, accurately tracking and securely storing leave data can have a lasting effect on trust from both your organization’s leadership as well as the employees themselves. So when you’re evaluating whether to stick with the old way of doing things or move to a more modern solution, the list above will help get you on the path to leave tracking compliance…and is a good opportunity to fix that broken equation that’s been mucking up your mojo.

About Tilt

Tilt is leading the charge in all things leave of absence management through easy-to-use tech and human touch. Since 2017, our proprietary platform and Empathy Warriors have been helping customers make leave not suck by eliminating administrative burdens, keeping companies compliant, and providing a truly positive and supportive leave of absence experience for their people.

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Explained: Foolproof Leave Tracking Without Spreadsheets

Disclaimer: The following blog by no means reflects Tilt’s overall attitudes or opinions toward spreadsheets. Tilt fully recognizes the general badassery of spreadsheets and what they’re capable of. We love and use spreadsheets here at Tilt regularly.

With that formality out of the way, however, we don’t think it’s controversial to say that spreadsheets are an abject dumpster fire when used to manually track your organization’s leaves of absence and to act as your system of record. 

Effective and efficient leave tracking is a critical function of today’s People Ops leaders that directly impacts a variety of business outcomes from employee satisfaction, to productivity, and overall organizational success. Relying on cumbersome spreadsheets to manually manage and track leaves of absence exposes your process to potential errors (we’re only human), inefficiencies (super busy humans), and frustrated employees (empathetic humans).

Can you track leaves without using spreadsheets though? Absolutely. Otherwise, this would have been the most clickbaity headline of all time. So let’s dig in.

The Pitfalls of Using Spreadsheets For Leave Tracking

While manually tracking your leaves is both time-consuming and frustrating, a spreadsheet’s limitations extend beyond the administrative burdens of the manual process. But let’s talk about them for a quick sec.

From regularly calculating FMLA usage to ensuring leave start dates and end dates are accurate (‘cause you know all too well that they’re subject to change), to accounting for changes in pay rates that may occur and much more, the amount of manual data entry and updating required even for a single leave of absence can make even the most seasoned People Ops pros feel like their drowning in a sea of busy work.

The compliance risks, however, cannot be overlooked. Using a spreadsheet can lead to version control issues or the potential for sensitive information to fall into the wrong hands. Clerical errors can be both costly to your organization (from lawsuits to overpayments) and lead to employee dissatisfaction and turnover.

All of the concerns above are only magnified as your organization scales, of course.

Tilt: The Foolproof Alternative to Leave Spreadsheets

The solution to the spreadsheet dilemma lies in the adoption of modern leave management software. Technology like Tilt was developed for the specific purpose of automating and empathizing the entire leave management process, providing a centralized platform for tracking and employee support that offers numerous benefits for both People Ops pros and the employees you support.

Bye-Bye Spreadsheet, Hello Real-Time Dashboard: Forget about sifting through color-coded rows and columns on a spreadsheet. Tilt provides real-time visibility into everything from employee leave balances, to pending requests, and historical data. Tilt replaces your spreadsheets with an easy and intuitive leave dashboard that provides real-time visibility into all aspects of a leave. 

It’s one mighty dashboard that gives you and your team a holistic view of every leave of absence occurring within your organization at any moment. No matter the leave. No matter the state. Tilt is foolproof leave tracking at its finest.

Holistic HR Dashboard

Integration with HRIS: Tilt can pull employee information directly from your HRIS into our platform. This means that as changes to your employee population data occur in your HRIS, those changes are incorporated in TIlt in real-time. 

Effortless Request Submission and Eligibility Verification: By talking to your HRIS Tilt is able to determine benefit eligibility automatically. When a leave request is entered into Tilt’s system the up-to-date employee information from your HRIS informs our eligibility engine which ensures that requests are submitted accurately, promptly, and securely organized within our platform.

Seamless Data Transfer From Your HRIS

Compliance and Policy Adherence: Tilt is backed by a team of in-house leave law experts and can be customized for your organization’s specific leave policies. Staying compliant with labor laws and company policies is crucial when tracking and administering a leave of absence, and Tilt ensures your organization is abiding by any relevant regulatory requirements, minimizing your risk of non-compliance.

Cross-Functional Calendar View: Visualizing leave data is essential for effective planning and ensuring all parties involved are on the same page throughout the leave journey. Tilt removes any ambiguity around when certain benefits kick in for your employees as well as leave start and end dates through our leave map technology. Your team, your employee on leave, and your employee’s manager get a detailed visual of every leave that updates in real-time.

Real-Time Leave Maps

One leave of absence can require tracking multiple federal and state programs your employee might be supported by. Each program has its own set of rules and has its own deadlines and requirements for applying in a timely and accurate manner. 

Tilt guides your employees through everything they need to do for an effective leave, and tracks it all in one safe and secure platform.

Comprehensive & Personalized Step-By-Step Leave Plans

Your Leave Tracking Spreadsheet Woes Are Over

Tilt’s automated leave management software is the extinguisher for your spreadsheet dumpster fire. Safe, secure, and accurate leave tracking every time, for every leave. No more administrative headaches every time a leave request comes in. No more compliance cold-sweats because you aren’t entirely sure you’re operating in accordance with the latest laws. 

Tilt removes all barriers to a better leave experience. A better experience for you, and a better experience for the people you wake up every day trying your damnedest to support.

About Tilt

Tilt is leading the charge in all things leave of absence management through easy-to-use tech and human touch. Since 2017, our proprietary platform and Empathy Warriors have been helping customers make leave not suck by eliminating administrative burdens, keeping companies compliant, and providing a truly positive and supportive leave of absence experience for their people.

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