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How does the Bulk Leave Approval screen work in PeopleXD, and how can common issues be resolved?

PeopleXD allows managers and administrators to review, filter, and approve multiple leave requests within a selected date range, helping to streamline and speed up the leave approval process.

Written by James Pardy

Understanding the Bulk Leave Approval screen in PeopleXD

The Bulk Leave Approval screen in PeopleXD is designed to help managers and administrators efficiently view and process multiple leave requests in one place. It reduces manual effort by allowing high-volume approvals to be handled from a single interface.

This helps teams maintain visibility and consistency when managing leave activity across the organisation.


Overview of the Bulk Leave Approval screen

The Bulk Leave Approval screen displays a consolidated list of leave requests so users can review, filter, and approve them in bulk.

It is commonly used by:

  • Managers handling team leave approvals

  • Administrators managing organisation-wide leave activity

By centralising requests, it supports faster decision-making and more efficient leave management.


Date range filtering

Instead of a start date offset, the Bulk Leave Approval screen uses a date range filter.

  • Users select a start date and an end date

  • The system then returns all leave requests within that period

  • This allows precise control over the data being viewed


Common issues and resolutions

Discrepancies in records displayed

Users may notice differences in the number of leave requests displayed. This is usually caused by access configuration or filtering differences.

Check user access configuration

User access must be reviewed in the WFM Admin setup:

  1. Navigate to WFM Admin Dashboard

  2. Go to WFM Configuration

  3. Select WFM System User Configuration

  4. Check Work Groups and Departments under Access Details

    If necessary, ensure the correct Work Groups and Departments are assigned to provide appropriate visibility.


Ensure correct navigation

  • Always access the Bulk Leave Approval screen via the WFM Admin Dashboard

  • Avoid alternative navigation paths in Workforce Management, as these may apply different rules or filters that affect results


Review screen filters

  • Confirm the correct start and end date range is selected

  • Check employee status filters (e.g. active or dormant employees)

  • Ensure access to Sensitive Departments is enabled if required


Best practices for configuration and navigation

  • Regularly review user access settings to reflect organisational changes

  • Use the WFM Admin Dashboard β†’ WFM Configuration β†’ WFM System User Configuration path for all access updates

  • Always apply a clear date range to ensure accurate results

  • Train users to apply filters correctly to avoid missing or unexpected records

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