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How do I enable the negative balance feature via the HR Platform?

Available for the following HR 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 Settings 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.

Step 1: Enable the leave balance open beta
  1. Click the Beta Flask drop-down.
  2. Click on the prevent negative leave balance toggle to turn it on (purple is on, grey is off).
    prevent negative leave balances (1).jpg
  3. Click the Yes, Count Me In button.
Step 2: Turn on negative leave 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 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.
  5. Click the Save button.
    Enable or disable (1).jpg

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