Future Approved Leave

How to set up Future Approved Leave Requests on every bank holiday.

Updated over a week ago

To create a Future Approved Leave for every bank holiday, go to:

  • Compliance

  • Time off types (x) Manage
    โ€‹

  • Choose a Leave Type

  • Make sure the leave type you're editing is for the staff you want to be affected by this rule - check the tags. ( This will not work if it applies to all staff )

  • Go to section 3 - Balance Configuration

  • Enable the Create future approved time-off for Bank Holidays option.
    โ€‹

With this setting, every staff member that this leave type applies to, will have a leave request automatically created on every bank holiday.

Likewise, if you have this setup, and you want to remove it for certain staff members, you can enter a leave type and disable the Create future approved time-off for Bank Holidays option.

At the bottom of the leave type, ensure this setting is enabled, so the requests can be created and approved automatically:

In the Leave Settings of your account, check that you either have:

All Settings > Leave :

A default leave hours greater than 0

or:

A valid auto-fill leave setting, that covers all staff.

The reason for this, is that, if the auto-created leave request would have 0 hours, it will not be created.

Finally, check the staff members have a Pay Rate on their profile (hourly or salaried).

When you have completed the setup:

To re-generate the automatic Bank Holidays, for the users you wish to generate them for:

  • Delete their Bank holiday leave balance (if they have one).

  • In their staff profile, delete all tags, then save the user. Then add the tags back and save the user.

This will trigger the bank holiday leave requests to be recreated.

Did this answer your question?