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, browse to Administration > HR > Time off Management and edit a time-off type or select ADD so this can be included in your time off type set up.
In the Details section, the option named Maximum Limit can be set to the following options:
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, a HR user can override this if necessary
- Yes – HR and Managers can Override
A limit applies to this time off type; however, HR users and Managers can override this if necessary
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:
If either the Yes – only HR can Override or Yes – HR and Managers can Override options are selected, you have the option to determine whether the maximum limit will be in days or hours. If there are some employees who work on an hourly basis and some employees who work on a daily basis both the days and hours fields will need to be completed in order for the limit to be applied to all.
If either or both of these fields have the quantity of 0 entered, then the time off type has no booking limit.
The limit is also based on the calculated duration rather than calendar days, for example:
If an employee works 5 days a week then 10 days would be the same as 14 days. On the other hand, if someone worked 1 day per week, this could be akin to 70 working days. This can be inaccurate at times so time off requests for the respective time off type will always need approval.
The 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 Managers and HR can override.
PLEASE NOTE: HR can override in all cases