Available for the following plans: Employment Plus, Employment Unlimited
Available for the following HR classic plans: Premium, Platinum
Available for the following user access levels: Manager, Admin
Question
How do I enable the negative balance feature?
Answer
You can enable our Negative Leave Balance feature via the Employment Details page. The feature applies to all leave categories and means that an employee can ask for leave that would put them into a negative balance. Disable this feature to prevent negative leave balances, this means that an employee cannot ask for leave that would put them into a negative balance. Employees will receive an error message when attempting to apply for leave that would put them into negative leave.
We calculate negative leave based on submitted and approved leave. Should a manager or administrator allow an employee to go into negative leave, only they can submit the leave request for that employee.
Important
If your payroll admin enables the Hide an Employee's Leave Balance feature within the payroll platform, then an employee can still submit a leave request even if they go into a negative balance and you have enabled this feature.
- From the Employment Hero dashboard, click the Beta Flask drop-down.
- Click on the prevent negative leave balance toggle to turn it on (purple is on, grey is off).
- Click the Yes, Count Me In button.
- Click the Settings menu option.
- Click the Employment Details button.
- Set the Negative Leave Balance toggle switch to:
- Enable to allow employees to submit time off that will put them in a negative leave balance.
- Disable to not allow employees to go into a negative time balance.
- Click the Save button.
Further information
When enabled, this feature prevents employees from requesting leave if their projected balance on the leave start date would be negative.
How it works:
- It calculates the projected balance on the leave start date.
- It includes future accruals from last payslip to leave start date.
- Allows requests if projected balance will be sufficient at the time of the leave start date.
- The validation checks future balance with accruals, not current balance. This allows employees to request future leave even if their current balance is temporarily negative.
Explore related content
- Enable a company leave calendar view This FAQ answers a common customer question around how to enable an employee leave calendar.
- Approve and decline leave requests as a manager This feature allows you to approve and decline leave requests as a manager, using both individual and bulk approvals and declines.