Overview: With the maximum time off balance option, you can specify the maximum amount of time off an employee can accrue/earn.
Important: The maximum time off is not a hard cap. Employees can continue to accrue time off after using some of their balance, up to the set max.
Set a Maximum Time Off Balance
1. To set a maximum time off balance, start by clicking Settings followed by Time Off:
2. If it's not already enabled, you will need to check the box next to Allow Employee Time Off and Save:
3. And then check the box next to Allow Employee Time Off Accruals and Save:
4. From the Time Off Earning Codes section, you can then select Edit next to the time off earning code you'd like to enable a maximum time off balance for:
5. You will want to start by checking the box next to Set a maximum hours allowed. If you want new employees to take on a default maximum, enter that in the box below the main setting:
6. You can use the Apply default to all current employees button to populate the max for pre-existing employees or you can manually enter a maximum for each employee:
7. Click Save once done.
Moving forward, if an accrual takes place that hits the maximum, it will be noted in the Time Off History for that time off earning code:
FAQ
Q: Can an Administrator or Manager override the maximum and add more time off than specified?
A: No, if an Administrator or Manager adds an accrual and the employee is at their maximum time off balance, they will receive an error like shown here.
Q: Can I set the maximum for every time off type?
A: Yes, each time off type has its own maximum hours allowed setting.