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Enable Negative Time Off Balance For Employees

Available for the following EmploymentOS plans: Employment Plus, Employment Unlimited
Available for the following user access level: Admin

Question

How do I enable the negative balance feature?

Answer

You can enable our Negative Time Off Balance feature via the Employment Settings page. The feature applies to all time off types and means that an employee can request time off that would put them into a negative balance. Disable this feature to prevent negative time off balances. This means that an employee cannot request time off that would put them into a negative balance. Employees will receive an error message when attempting to apply for time off that would result in a negative time off balance.

We calculate a negative time off balance based on submitted and approved time off. Should a manager or administrator allow an employee to have a negative time off balance, only they can submit the time off request for that employee.

Important

If your payroll admin enables the Hide an Employee's Time Off Balance feature within the payroll platform, then an employee can still submit a time off request even if they have a negative balance and you have enabled this feature.

Step 1: Enable the time off balance open beta
  1. Click the Beta Flask drop-down.
  2. Click on the Prevent Negative Time Off Balance toggle to turn it on (purple is on, grey is off).
     
  3. Click the Yes, Count Me In button.
Step 2: Turn on the Negative Time Off Balance feature in settings
  1. Click the Settings menu.
  2. Click the Company Settings submenu.
  3. Click the Employment Settings button.
  4. Set the Negative Time Off Balance toggle switch to:
    • Enable to allow employees to submit time off that will put them in a negative time off balance.
    • Disable to not allow employees to have a negative time off balance.
  5. Click the Save button.
     

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