Configure Leave Balancing

The Leave Balancing feature allows users who are entering time in the Standard Timecard to recieve a pop-up if they have not entered approved time-off on their card.

You must be a System Admin and have configured the Time Off and Standard Timecard Configuration features.
  1. Select Admin > Portal Settings > Timecard > Leave Balance.
  2. To link earn codes to leave codes, configure the portal setting Earn Code Mapping for Leave Code and Holiday Validation.

    Mapping earn codes to leave codes allows the portal to validate that the appropriate hours have been allocated on the standard timecard for approved time off requests.

    1. Select the Edit button for the portal setting.
    2. In the Earn Code Mapping for Leave Code and Holiday Validation pop-up window, enter one Leave Code and Earn Code combination per row.
    3. To map your holiday earn codes, enter KDSHOL as the Leave Code.
    4. To add a new row, select the Add Row button.
    5. When you are finished, select Save.
    Important:

    • You cannot map the same leave code to two different earn codes.

    • You can map the same earn code to multiple leave codes if users will have access to only one of those leave codes.

  3. To enable Leave Balancing on the Standard Timecard select portal setting Enable Leave Time Validation pop-up. This will give users an orange calendar icon on the Standard Timecard, allowing them to check their leave balance for the selected pay period and show the Leave Time Validation pop-up if a user tries to submit a timecard when their entries do not match their approved time off.
  4. By default when Leave Balancing is enabled, users will not be able to submit their timecards if their timecard entries do not match their time off requests. If you want users to be able to submit time even if their Leave is out of balance, enable If validation pop-up is enabled, allow users to submit anyway.
  5. To customize the text that appears in the Leave Validation pop-up enter it in portal setting Warning text displayed to users if their timecards are not balanced with their vacation requests. The default text in this setting is “Your timecard entries did not match your time off requests. Please review your vacation requests.”.