Currently, the portal has the "Restrict Time-Off Requests to no more than Projected Accrued" portal setting, but this only applies when showing projected hours for the leave code. When not showing projected hours, users can submit requests as long as the individual request doesn't exceed the current available amount. If the Portal checked against Planned Use, we could prevent users from requesting more time off than they acutally have. In certain states an approval process on leave is not permited, so requests are automatically approved. Until the pay period is processed the leave requests will not be deducted from the Current Available balance, meaning users could submit more time off than actually allowed/accrued.
Michele Ramirez
| Company | Viewpoint |
| I need it... | Yesterday...Come on already |
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This would be very helpful because right now, I cannot tell how many actual hours are accounted for using PTO without going out to each individual employee's timeoff for the year. We recently had an employee submit for 40 hours of PTO (and the system showed 42 hours available) so it was approved. It did not take into account the 16 hours that were already planned and approved for later in the month, so it put that employee into the negative.
Ex. 42 hours available less 16 hours of planned use should = 26 hours available. So this employee should have only been able to submit for 26 hours because that is all they should have available.
Hi Michele,
Are you hiding the projected balances for all of your leave codes or just the sick leave codes?
Thanks!