Restrictions Part 1

Restrictions Part 1


In this article we cover two types of restrictions, Leave Restrictions and Restricted Periods.

Leave Restrictions

Leave restrictions allows you to define groups of users and the total number of users from each group that can be off at the same time. Although you can still restrict the number of users off at the same time per workgroup, location or even the entire organisation elsewhere on LeaveWizard, using leave restriction groups or Event Restriction Periods (see below) are now the recommended way to achieve this and these alternatives should now be considered deprecated.



Creating and managing leave restriction groups is available to Administrators from 'Settings' on the main menu. Select the 'Leave Restrictions' sub menu. If no groups have been defined, you can create a new group by clicking the 'New Leave Restriction User Group'.



The 'Leave Restriction User Group Details' page has five sections. We will now examine each section and it's associated settings in detail to allow you to configure the Leave Restriction Group correctly from the page. As you will see, you can add all the members of a workgroup or individual users as required to create whatever user group you need.

Group Name


This is a required field which allows you to enter a name for the user group.

Maximum Employees On Leave


This field allows you to enter the maximum number of users that can be off at the same time for this user group.

Workgroups


This section has two scrolling panes listing the available workgroups and a vertical navigation bar between them. To add all the members of a workgroup to the group, select a workgroup in the left hand pane and then click the right arrow to move it to the right hand pane. Alternately, to remove a workgroup from the group, select a workgroup in the right hand pane and move it to the left hand pane by clicking the left arrow. Clicking the double left or double right arrow moves all the entries from one pane to the other. Tip! You can also use 'Ctrl-click' to select multiple workgroups at the same time.

Employees


This section works in a similar way to the Workgroups section except it is used to select individual employees.

Submit / Cancel


These buttons allow you to either submit or cancel the entries you have made and return to the 'Leave Restriction Groups' page.


When you have added all the member of the workgroup press 'Submit' and the new Leave Restriction Group will be created.




Once you have created at least one Leave Restriction Group, you will then have the option to edit or delete groups. Clicking the 'Delete' button will delete the group listed on that row. Clicking the 'Edit' button will take you to the Leave Restriction User Group Details page for the group listed on that row.



Restricted Periods


Event restriction periods allow you to define periods of time when the total number of users throughout the organisation or in a certain workgroup / custom group can be off at the same time. Although you can still restrict the number of users off at the same time per workgroup, location or even the entire organisation elsewhere on LeaveWizard, using Event Restriction Periods and Leave Restriction Groups (see above) are now the recommended way to achieve this and these alternatives should now be considered deprecated.



Creating and managing Event Restriction Periods is available to Administrators from 'Settings' on the main menu. Select the 'Restricted Periods' sub menu. If no restricted periods have been defined, you can create a new restricted period by clicking the 'New Leave Restriction Period' button.



The 'Event Restriction Period Details' page has the following fields and settings to set up the restricted period:

Name


This is a required field which allows you to enter a name for the restricted period.

Applies To


This setting allows you to select the users that this restricted period will apply to from a drop down box. The choices are Entire Organisation, WorkGroup or CustomGroup. When either WorkGroup or CustomGroup is chosen an extra setting is created to enter the desired group name.

Workgroup


This setting only appears when WorkGroup is selected for the 'Applies to' field and allows the workgroup to be selected. For your convenience a link 'Add New Workgroup' is also provided to create a new workgroup if required.

User Group


This setting only appears when CustomGroup is selected for the 'Applies to' field and allows the custom group to be selected. For your convenience a link 'Add New Custom Group' is also provided to create a new custom group if required.

Start Date


This field allows you to enter a start date for the restricted period. You can also click the calendar icon to open a calendar popup to enter the date.

End Date


This field allows you to enter a end date for the restricted period. You can also click the calendar icon to open a calendar popup to enter the date.

Maximum Staff On Leave


This field allows you to enter the maximum number of users that can be off at the same time during this period.

Submit / Cancel


These buttons allow you to either submit or cancel the entries you have made and return to the 'Event Restriction Periods' page.

When you have completed your entries, press 'Submit' and the new event restriction period will be created.



Once you have created at least one event restriction period, you will then have the option to edit or delete restricted periods. Clicking the 'Delete' button will delete the period listed on that row. Clicking the 'Edit' button will take you to the Event Restriction Period Details page for the period listed on that row.



General

  1. Setting up hours based leave for part-time workers
  2. Resetting your password
  3. Verifying status of a leave request
  4. The Administrator Dashboard
  5. The Line Manager Dashboard
  6. Reports
  7. Restrictions Part 1
  8. Restrictions Part 2
  9. Work (Shift) patterns
  10. Setting up LeaveWizard–Summary
  11. Setting up LeaveWizard – Public Holidays
  12. Setting up LeaveWizard – Approvers
  13. Setting up LeaveWizard – Event types and Allowances
  14. Setting up LeaveWizard – Organisation and users
  15. Setting up LeaveWizard – Basic settings
  16. Monthly Allowance Reports
  17. Recording leave in hours
  18. Location specific Public Holidays
  19. Showing and hiding allowances and leave details
  20. Carry overs explained
  21. Allowing events to be recorded on non-working days
  22. Allowing events to be requested in the past
  23. How to allow or disallow users editing requested events
  24. Setting the company and user leave year
  25. The Bradford Factor
  26. Overtime and Time Off in Lieu
  27. How is my billing information processed?
  28. Subscribing to a paid plan
  29. How can I view my account details
  30. How to manage room bookings
  31. How to share your company calendar
  32. Outlook and Google Calendar Integration
  33. Specifying someone to cover leave
  34. Alternative Work Patterns
  35. My Settings
  36. Cancelling leave
  37. I want to book a period of leave that incorporates a bank holiday. How do I stop this day from being deducted from my holiday allowance?
  38. Recording absence
  39. Base Leave Types
  40. Changing your password with LeaveWizard
  41. Approving or Rejecting Leave
  42. Leave Charts and Calendars
  43. Requesting leave
  44. Configuring allowances
  45. Performing a bulk upload
  46. Tracking appointments in LeaveWizard
  47. How does LeaveWizard Calculate Holiday Entitlement
  48. How to include bank holidays in the holiday allowance, then book these as a bulk booking for all the company
  49. Mandating leave requests in advance
  50. My line managers aren't approving leave requests, what should I do?

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