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Prevent users requesting more days than entitled

  • March 7, 2023
  • 4 replies
  • 199 views
A
  • Anonymous

To do this go to Time Off → Time off Setting → Policies → select the appropriate policy from the list → Actions → Edit → go to the ‘balance limits’ step → ensure that the Allow employees to go into a negative balance feature is toggled OFF
 


This will ensure that employees can't request more days than they are entitled to, stopping them from going into a negative balance.

For more details, refer to this Help Center article.

4 replies

J

Hi,

I am encountering an issue when setting up the time off policies. Even though I have set the minimum balance cap at 0 as described in the post above it is still possible for people to request more days than they are entitled to. Do I need to be aware of something else to prevent that from being possible? 

Cheers

Julia

Lindsay Sinenberg
Bobber

Hi @Julia Watzinger ! Feel free to submit a ticket to our support team using this link and I’ll personally check on the settings to troubleshoot further.
When submitting the ticket, please provide the policy name and the name of an employee where this is happening 😊

    S

    HI

    I was requested to create a sickness policy for USA employees

    and after 1 year they can carry over the previews balance but can use only X days .

    for example 

    Carry Over

    Yes - all days

     

     

     
    Notes
    Limit days of sick time you can take to 7 days total per year
    Lindsay Sinenberg
    Bobber

    Hi @Shira Segal! I’m not 100% sure what the setting requirements are. But our Support Team will be able to ask for more details and confirm the best setup suggestions for your needs.

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