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Restrictions

Use Time-Off Restrictions to control how many users can take time off on a given day or within a specific date range. You can also set Time-Off Type Restrictions to require one type of leave (e.g., PTO) to be used before another (e.g., Unpaid Leave).

To Create a Time-Off Restriction:
  1. Settings
  2. Restrictions
  3. Time-Off Restrictions
  4. Create New Restriction
  5. Select Office (if applicable)
  6. Select the Department, or set to "All" if the restriction will be account wide
  7. Select the time-off type (if restricting one type, such as vacation time) or set  to "All" if the restriction will be account wide
  8. Set the Maximum Daily Requests (if no one is allowed to be off for a date range, this should be 0)
  9. Select a date range, if desired
  10. Save
  11. Repeat as required, for different offices, user categories or date ranges
To Create a Time-Off Type Restriction:
  1. Settings
  2. Restrictions
  3. Time-Off Type Restrictions
  4. Create New Restriction
  5. Choose the Restricted Time-Off Type
  6. Choose the time-off type which Must be depleted
  7. Save
*Restrictions can be by  departments and/or office if these are defined in your account.