By default, annual leave may be restricted to the current balance year. To enable employees to book holidays for the following year, the relevant Pay Code must be configured to allow future entries.
How to allow future holiday bookings
Update the Pay Code settings
In the Portal:
From the dashboard menu, click WFM Admin Dashboard.
Select WFM Configuration.
Click Pay Codes.
Next to the relevant Pay Code, click the three-dot menu.
Select View/Edit Pay Code.
Go to the Input Validation section.
In the Restrict Entry to Valid Balance Period drop-down, select No Restriction.
Click Save.
Check the System Calendar
Ensure that the System Calendar is extended into the next year.
If the calendar does not cover future dates, employees will not be able to book leave regardless of the Pay Code setting.
Extend Standard Shift Types
Make sure any Standard Shift Types are configured and extended into the next year.
This ensures correct scheduling and leave calculations when booking future dates.