Gen3 Issue with Time Off policy

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How to change maximum balance setting in the Time Off policies?

(Originally posted by carl.testa)
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Archived Post, Official Rep

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Posted 3 years ago

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Archived Post, Official Rep

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Hi Carl,

Thank you for using Replicon Community.

Maximum balance can be edited in sections in Replicon, first at the User level and second at the global level. Steps for both are listed below:-

1. Editing Maximum Balance in a users profile.

- Log into Replicon as an Administrator.
- Go to Employees and Organization > Users > Time Off.
- Under the required Time Off type, click on Edit Historical Policies
- Set the required value under Maximum Balance section.

2. Editing Maximum Balance at the global Time Off type level which effects to all the new users who will be added in the future.

- Log into Replicon as an Administrator.
- Go to Time Off > Time Off Types.
- Click on the required Time Off type.
- Under 'Default Policies for New Users' set the required Maximum Balance next to the Advanced section.
 

Both the above steps have been demonstrated in the video below:-



Thanks,
Lingaraj




(Originally posted by Lingaraj Dharwad)
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Lingaraj Dharwad, Product Champion

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Hi All,

Video is available at the below link:

Editing Maximum Balance in a users profile

Thanks,
Lingaraj