Gen3: if a user has booked a time off in the future, will that time off hours be deducted from the users time off balance?

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If a user has booked a time off in the future, will that time off hours be deducted from the users time off balance?

(Originally posted by demmett)
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Posted 4 years ago

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Hi,

Thank you for using Replicon Community.

Yes, if you have setup a Time Off policy for the user in their profile, based on the balance available if a user books a time off in the future it will be deducted for the available balance.

- End users can check their balances under All Balances section on their Time Off calendar.
- Supervisors can check the balances under Team tab > Team Balances page.
- Payroll Managers can check the balances under Payroll tab > Time Off > Time Off Balances page.

The below video demonstrates all the places where time off balances can be checked:-



Thanks,
Lingaraj




(Originally posted by Lingaraj Dharwad)
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Ann McWhirter

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The holiday balances window will not allow the user to select a future policy e.g. next year. It rightly defaults to the current policy but if you have a new policy for the next holiday year, the user cannot see what the holiday balances will be for the coming year i.e. the user cannot forward the policy to the next one.

Our holiday calendar runs April to March and depending on when our Xmas closure is, the holiday balance for the user may differ each year. To manage this we have a new policy which starts on 1st April with the adjusted holiday balance.

Therefore, how does a user find out what his holiday balance is for the next year?

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Lingaraj Dharwad, Product Champion

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Hi Ann,

Yes, the policy details page currently does not have the option to view future policies. However, one can select the required future date range and view the upcoming balances as shown in the screenshot below:-



Let me know if that helps,

Thanks,
Lingaraj