Overview
Leave Restrictions is a feature that allows companies to set leave restrictions based on a percentage of the company or specific units being on leave at any given time. By implementing these limits, you can ensure that sufficient staff are always available to maintain productivity and service levels, preventing potential disruptions. This proactive approach to leave management not only supports better planning but also helps maintain a balanced and effective work environment.
Permissions
To set up the Leave Restrictions function, you will need the Manage Leave Types permission (this must be set on global).
How to set up Leave Restrictions
Go to the Leave Restrictions tab in the Leave section. Click on +Add Rule. A dialog box will pop up.
Here, you will find the below fields:
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Here you will need to select the department for whom the restriction is to apply. If you would like to set up restrictions for multiple departments, you will need to add separate rules for each department.
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You can switch on this toggle if you would like the restriction to apply only to employees with a specific position title in the specific department you selected.
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Here you will be able to select the days when this restriction is to apply. It can be one day or multiple days.
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Here you can include the percentage number of employees who can book leave. If a department has 4 employees, adding a 50% restriction means that only 2 employees can book leave at the same time.
The restriction is on the number of employees. Therefore if a department is made up of 2 full time employees and 2 part time employees, and 2 part time employees are on leave, the remaining 2 full time employees will not be able to book leave (assuming a 50% restriction).
Booking Leave when there is a restriction in place.
When booking leave, if you select a day which has exceeded its quota for leave bookings, you will receive a warning message and be prevented from booking the leave: