Manage Leave Restrictions

Manage Leave Restrictions


This article explains two types of restrictions. Leave Restriction groups and Restricted periods. We will explain each separately.

Leave Restriction Groups

LeaveWizard allows you to restrict the total number of people off at the same time per workgroup, location or the entire organisation. The leave restriction group further allow you to define additional groups of people and apply a restriction on how many of them can be off at the same time.
This could be useful for example when you have small number of specialists (e.g. HR) and it is important for your operations that at least one of them are always available.


To set up rules like this one use the Administration menu and click on Leave Restrictions under Leave Type Settings. This shows you the list of existing restriction groups and let’s you add more.
Click the New Leave Restriction group button which will show you a form like the one below:



You need to give the group a name and specify how many of the members are allowed to be off at the same time. Then from the list of workgroups and employees create a sub-set by clicking the arrows to move workgroups or names from the left to the right list boxes.
Once you are ready with your list click Submit, This will create your restriction group and whenever someone book leave will apply a rule of restricting the number of people members of you new group that can be off at the same time.

Restricted Periods

Restricted periods are periods of time when employees throughout the organisation or in certain workgroup are not allowed to book leave at all. To create restricted period use the Administrationmenu and choose Restricted periods under Leave type settings.




You will see the list of periods with start and end dates and whether they apply to the entire organisation or a certain workgroup or user group. You can also edit or delete existing periods. To add a new restricted period click the New button at the top left of the table.



To add a new restricted period you need to give it a name, select whether it will apply to everyone in the organisation or to a workgroup or a user group and if so then select the target group from the additional drop down and finally select the start and end dates for your restricted period. Once ready click submit to save the changes.
Once your restricted period is created members of the group you selected or the entire organisation will not be allowed to book leave during this period. Note that Administrators will not be able to override this restriction.

For more information you can refer the below articles as well:
http://support.leavewizard.com/knowledgebase/articles/552624-how-do-i-restrict-leave-over-a-certain-period-e
http://support.leavewizard.com/knowledgebase/articles/895293-how-do-i-restrict-staff-to-only-request-holidays-f

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. Manage Leave Restrictions
  8. Work (Shift) patterns
  9. Setting up LeaveWizard–Summary
  10. Event types in depth
  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. Restrict who can request specific leave types
  18. Recording leave in hours
  19. Location specific Public Holidays
  20. Showing and hiding allowances and leave details
  21. Carry overs explained
  22. Allowing events to be recorded on non-working days
  23. Allowing events to be requested in the past
  24. How to allow or disallow users editing requested events
  25. Setting your default company leave year
  26. LeaveRestriction user groups
  27. The Bradford Factor
  28. Overtime and Time Off in Lieu
  29. Leave Visibility and Leave Type Visibility groups
  30. How is my billing information processed?
  31. Subscribing to a paid plan
  32. How can I view my account details
  33. How to manage room bookings
  34. How to share your company calendar
  35. Outlook and Google Calendar Integration
  36. Specifying someone to cover leave
  37. Alternative Work Patterns
  38. My Settings
  39. Cancelling leave
  40. 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?
  41. Recording absence
  42. Base Leave Types
  43. Changing your password with LeaveWizard
  44. Approving or Rejecting Leave
  45. Leave Charts and Calendars
  46. Requesting leave
  47. Configuring allowances
  48. Performing a bulk upload
  49. Tracking appointments in LeaveWizard
  50. How does LeaveWizard Calculate Holiday Entitlement
  51. How to include bank holidays in the holiday allowance, then book these as a bulk booking for all the company
  52. Mandating leave requests in advance

Feedback and Knowledge Base