Leave - Opening Balances/Expired Amounts/Include Unapproved Leave Count (Release Notes 4th May to 17 June 2024)
The following improvements were added to:
- Opening Balances/Expired Amounts.
- Include Unapproved Leave Count.
1. Opening Balances/Expired Amounts
For leave types with expiry dates/periods, expired leave amounts, based on opening balances and expiry dates/periods, are calculated and displayed. Leave types with expiry dates/periods allow companies to identify and set up leave types and balances that become invalid after a set time. The value in the Expired Amount field is the number of days that employees will lose at expiry end in this “use it or lose it” leave scenario.
Step 1: Set up Opening Balances
Benefits>>Leave>>Leave Overrides>>Opening Balances
Step 2: Process Leave Records
Process leave records for the leave type as you normally would.
Benefits>>Leave>>Leave Taken
Step 3: View Expired Amounts
The system will calculate and display the expired amount and (new) starting balance:
- Expired Amount = Start Balance Leave Taken + Leave Booked
13 = 20 - 4 + 3
- Start Balance (new) = Start Balance (old) Expired Amount
7 = 20 - 13
- Restore Expired: Click this button to restore the Expired Amount i.e. 13 in the example below. The new value in the Start Balance field will then be 20 (Expired Amount + Start Balance (old)) (13+7 = 20).
- Update Balance: Click this button to use the current record values as the starting balance.
Benefits>>Leave>>Leave Overrides>>Opening Balances
2. Include Unapproved Leave Count
A new feature was created to prevent employees from applying for leave if their leave balance has been exceeded. The system will include the employee’s unapproved leave days in its calculation of the available leave balance.
Example
Employee David has 10 days available leave balance and applies for 7. The leave request is unapproved and the employee applies for an additional 6 days, exceeding his leave balance. This feature will prevent the employee from applying for leave in excess of his/her available leave balance.
Step 1: Restrict Overbooking
Flag Restrict Overbooking as Yes.
Benefits>>Leave>>Leave Setup>>Leave Types>>Leave Types
Step 2: Flag Include Unapproved Leave Count
System Configurations>>Feature Management>>Include Unapproved Leave Count
Step 3: Flag Benefits Module Restrict Leave
System Configurations>>Feature Management>>Benefits Module Restrict Leave
Step 4: Request Leave (Employee)
An error message, advising that the employee cannot request leave exceeding the number of days he/she has available, will be displayed.
HOME>>My Benefits>>My Leave>>Request Leave
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