HR FAQ: How do I enable the negative balance feature?

Question

How do I enable the negative balance feature?

Availability

HR Plan:   Free   Standard   Premium   Platinum
  User Access:   Employee         Manager         Admin      

  This is the default access level per user and whether they have  view,  edit and  delete access, excluding any changes made via our Custom Security feature.

Answer

You can enable our Negative Leave Balance feature via the Employment Settings page. The feature applies to all leave categories and means that an employee cannot ask for leave that would put them into a negative balance. Employees will receive an error message when attempting to apply for leave that would put them into negative leave.

We calculate negative leave based on submitted and approved leave. Should a manager or administrator allow an employee to go into negative leave, only they can submit the leave request for that employee. 

Important

If your payroll admin enables the Hide an Employee's Leave Balance feature within the payroll platform, then an employee can still submit a leave request even if they go into a negative balance and you have enabled this feature.

You will need to have enabled the open beta feature, Negative Leave Balances, before you can use the new features outlined in this article. You can enable this beta feature via the Beta Flask drop-down and selecting Opt-in, though remember this is still an in development feature and subject to change. To read more on how to enable this in progress beta feature, refer to the following article.

Enable negative leave balance feature
  1. Click the   General Settings menu.
  2. Click the Company Settings submenu.
  3. Click the Employment Settings button.
  4. Set the Negative Leave Balance toggle switch to the Disabled position.
  5. Click the Save button.
    Negative_Leave_1.jpg

Author recommended

So you have now enabled the Negative Leave Balance feature you are now wondering, what next can I do. There are two recommendations I would make on this front and they are:

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