Zoho People | Leave | Troubleshooting and administering
Troubleshooting leave balances
If a leave balance is incorrect, there are generally 3 possible reasons :
- The opening balance is incorrect | The cause is the person responsible for importing opening balances got it wrong, or wrong balances were provided. | To fix, simply customise the balance
- The balance was manually adjusted at some point, incorrectly | To fix, simply override with the correct balance. To see the audit history of who adjusted the leave and why > How to check overrided leave balance audit trail. | To fix, simply customise the balance
- Leave is not accruing correctly | The cause is the leave rule is set up incorrectly | To fix, update the leave rule. NOTE : DO NOT DO THIS WITHOUT ASSISTANCE. UPDATING LEAVE RULES WILL CHANGE ALL OF YOUR EMPLOYEES' LEAVE BALANCES.
- Leave is not expiring (lapsing) correctly | The cause is the leave rule is set up incorrectly | To fix, update the leave rule. NOTE : DO NOT DO THIS WITHOUT ASSISTANCE. UPDATING LEAVE RULES WILL CHANGE ALL OF YOUR EMPLOYEES' LEAVE BALANCES.
- Leave is expiring (lapsing) correctly, but the employee negotiated for you to "give the expired days back" | To fix, simply customise the balance
This is what you need to look at to troubleshoot / submit to us for assistance when balances are incorrect.
How to override leave balances (admin only)
Operations > Leave > Customise Balance > Click on the employee you want to customise
Select the leave type > choose the effective date > add the new balance as at the date selected
How to view, filter and manage leave transactions
Operations > Leave > Leave Requests
Use the View, column headers, export and filter options to navigate
Q&A
Question : Can I allow an employee to take 2 different leave types on one day (half days)
Solution : Currently the system does not impose any restrictions with regards to consuming 2 different leave types within a single day. Unless restrictions have been manually configured from your end to not allow for consumption of both the required leave types consecutively or otherwise.
Question : Can Administrators override leave approvals? (Approve pending requests)
Answer : Yes. Administrators can override almost everything, including pending approvals.
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