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.
South Africa Public Holidays are now in the Holiday Gallery! This means no importing every year!
*******Note******* ONLY make LOCATION applicable to Holidays. If there were EVER any shifts allocated to holidays in the past, any new holidays will not be visible to the location and only the shift. Go back in the history and remove shift allocations to holidays.
Operations > Time Off > Holidays > Add Holidays > Holiday Gallery
Drop down to South Africa > Add Selected holidays > Select Location (not shift) and classification
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