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How to prevent employees from overbooking leave

How to stop employees from overbooking their annual leave by configuring the correct Balance Parameters and Pay Code Settings.

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Written by James Pardy
Updated over 4 months ago

Why this happens

Employees are able to overbook leave when the following settings are incorrectly configured:

  • The When Entitlement Exceeded parameter is set to Allow.

  • The Restrict Entry to Valid Balance Period parameter is set to No Restriction.


How to stop employees from overbooking leave

Update the Balance Parameters

In Back Office:

  1. Navigate to CoreTime.

  2. Select System Params.

  3. Click Balances.

  4. Select Balance Parameters.

  5. Query the relevant Balance (the one linked to annual leave).

  6. Locate the parameter When Entitlement Exceeded.

  7. Change the value from Allow to Stop.

Update the Advanced Parameters:

  1. From the same screen, go to Advanced Parameters.

  2. Locate When Entitlement Exceeded again.

  3. Change the setting from Allow to Stop.

  4. Click Save.


Update Pay Code settings to restrict entry to valid balance periods

In Back Office:

  1. Navigate to CoreTime.

  2. Select System Params.

  3. Click Pay Codes.

  4. Query the Pay Code used for annual leave.

  5. Select General Parameter 3.

  6. Check the parameter Restrict Entry to Valid Balance Period.

    • If it is set to No Restriction, employees may book leave beyond the assigned period.

  7. Change the setting to either:

    • Stop – to prevent leave booking outside valid periods.

    • Warn – to display a warning but still allow it (optional based on your process).

  8. Click Save.

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