Available for the following plans: Standard, Premium, Platinum, Unlimited
Available for the following user access levels: Admin
Overlapping Time Off Rules enable admins to set limits on how many employees can be away at once. This ensures your team maintains optimal staffing levels even during busy vacation periods.
How the feature works
Overlapping Time Off Rules help you:
Set a limit: Decide the maximum number of people allowed to be away at the same time.
Pick your group: Apply the rule to everyone or just a specific team.
Filter by skills: Choose to only apply the rule to people with certain active certificates.
What happens when the limit is reached?
Employees will be blocked from submitting the request and will see a message explaining why.
Admins will see a warning but can still choose to push the request through.
Everywhere: These rules work on both the website and the mobile app.
Getting started
- Navigate to Settings > Time & Attendance > Time Off > Validation Rules tab
- Click the + Add Rule button.
- In the modal, complete the fields:
- Member Threshold: Set the maximum number of employees allowed on time off at once.
- Members: Choose Everyone or select a specific team/group from the dropdown.
- Active Certificate: Restrict the rule to employees with a specific active certificate.
- Click Save to apply the rule.
- To edit a rule, click the pencil icon in the Actions column.
- To remove a rule, click the trash icon in the Actions column.
Rule trigger messages
When an employee tries to submit time off that breaches a rule, they'll see:
"There are {X} other team members already on time off during these dates. Please adjust your request or contact your administrator."
They will not be able to submit until the request is changed.
When an admin or employee with permission submits time off that breaches a rule, they'll see:
"There are {X} other team members already on time off during these dates. You may proceed if approval is still required."
Admins or authorized employees can continue with the submission if necessary.