There seems to be an issue as well with mental health and floaters that is causing confusion for staff. This functionality worked properly in Gen 2 and we have made no changes to these two policies. The “as of” balance calculations does not take into account any future bookings.
Employees have 3 mental health days per vacation year Nov1 – Oct 31
This employee took a mental health day Nov 11 2017 and booked an additional 2 mental health days on Aug 10 2018 and Aug 13 2018 so their Mental Health bank should be at zero. However she attempted to book an book another mental health day in july because it still showed her that she her 14 hours left to use.
Now if I choose “Simple Balance Summary” instead of “Full Balance Breakdown” it does take into account the future bookings. It also takes into account our vacation year end on Oct 31 instead on Dec31