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