Time off bookings should be limited to maximum balance

  • 1
  • Idea
  • Updated 2 years ago
  • Implemented
When a time off policy is setup with an annual reset to zero and a maximum balance, the system should prevent users from booking time that exceeds the maximum balance for the year. The current design appears to only use the maximum balance in regards to the accrual calculation (accrued time cannot exceed the maximum balance). And the maximum overdrawn number only applies to the accrued balance in effect as of the date to be booked. So if a policy is setup with a maximum balance of 20 days and a maximum overdrawn amount of 5 days, they can exceed the annual limit. Of course changing the overdrawn about to zero could prevent this, but it then prevents users from exceeding their accrued balance during the year - which is not our intention. 
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Paul Dziedzic

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Posted 3 years ago

  • 1
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Lingaraj Dharwad, Product Champion

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Hi Paul,

Thank you for using Replicon community,

I have marked this as an idea. PM team will review the same. 

Regards,
Lingaraj
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Karen Chao, Product Manager

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Hi Paul, our new Absence Management product has the flexibility to create very custom rules that can handle the scenario you mentioned.

Thanks, Karen
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Nuno Ferreira, Champion

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Hi Karen! 

What is that "new Absence Management product" you are talking about and when can we see it?

Thanks,
Nuno 
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Paul Dziedzic

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Karen, I'm also curious about this Absence Management product. Tried to find information on your product page, but it's not listed. But your TimeOff documentation refers to it quite often. It would be nice to see a feature compare of TimeOff to Absence Management.
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Charlene Eriksen, Product Manager

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Hi Nuno and Paul,

For the last year we've been working on new functionality, including a new version of our time off system and a new timesheet format. This functionality will be available in a new set of products, including the Absence Management product. To begin with, the products will only be available to new customers. Existing customers will have the opportunity to move over but first we need to figure out how to convert data to the new system. This is something we're working on. Once we have that sorted, we'll be providing existing customers info on the new functionality.

Thanks,
Charlene
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Nuno Ferreira, Champion

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Hi Charlene!

Thanks for you reply! I'll be waiting for the new modules to be available!

Nuno
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Galloway, Angela

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Has there been any update to the new product? We are needing  a way to expand our custom rules  as well.
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Charlene Eriksen, Product Manager

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Hi Angela, 

We have made some of the new functionality (eg timesheets) I mentioned available in a new set of products. For time off, we're still working on polishing it up and haven't made it generally available yet. I don't have an exact timeline but am expecting sometime during the first half of next year. If it's a pressing need I can look into whether there are options earlier than that.

Thanks,
Charlene
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Rose

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Hi I like the sounds of this new Modules

Rose
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Beechick, Allen

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Our experience in the live version as well as my testing in the demo version shows that it is possible to exceed the "year end estimate" that shows on the Book Time Off screen. In other words, the "year end estimate" shows a negative number. This happens when one request for time off has been approved, and then the user requests a second time off that is earlier than the first time off. The system allows the submittal to go through, even though there is a later time off already approved, and even though the "year end estimate" is negative. Such submittals should not be allowed. (The policy is not a factor here, because I tested it in the demo version too. Time off submittals in chronological order behave correctly - the second one is not allowed. But time off submittals in reverse chronological order are incorrectly allowed.)
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Beechick, Allen

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I learned since the above post that that the timing of policy affects the outcome. In other words, if a time off request is made before a policy is effective, then, of course, the policy cannot govern that request. So the total picture looks at both the time of the requests and the timing of the policy. With that in mind, further testing shows the Replicon behaves as expected.