Setting Maximum Limits to Timeoff Types
There can be occasions where a company will have a policy in place where an employee cannot book more than 10 days holiday, for example, as one request.
To accommodate a policy such as this, a maximum limit can be applied to a time-off type.
To do this, go to
Administration -> HR -> Time off management
and create a new time off type by clicking on 'Add', or edit an existing time-off type.
In the 'Details' section, you can set the following options:
'Maximum limit'
- No There is no limit on how many days can be booked against this time off type
- Yes – only HR can override A limit applies to this time off type. However, an HR user can override this if necessary
- Yes – HR and managers can override As above, a limit applies to this time off type. However, an HR user or manager can override this if necessary
'Maximum value (days)'
This is the maximum duration a single request of this type can be for employees whose allowance is in days - if this is left blank or set to zero then there is no limit applied
'Maximum value (hours)'
This is the maximum duration a single request of this type can be for employees whose allowance is in hours - if this is left blank or set to zero then there is no limit applied
When a period of time off has been entered by an employee that exceeds the limit set in the respective time off type, they will be presented with the following message
These limits apply to Employee self-service at all times. If a manager is requesting time off on behalf of an employee for a time-off type that has a limit applied, the manager would also only be able to book up to the limit quantity. The exception for this is if the 'Maximum limit' setting is set to HR and managers can override.
PLEASE NOTE: HR can override in all cases
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