Holidays & Absence
Managing employee leave, holiday requests, and absences.
By James and 4 others5 authors74 articles
- Error: "You do not have permission to create historical absences outside of the rollback period" on PortalError can appear in Portal when submitting a leave request and when recording an absence in Team Scheduler as a Manager.
- Configure a return to work interview templateSet up return to work interview templates with customised questions and sections.
- Assign managers access to a company for leave requestsAssign Portal managers access to a company for leave requests
- Start and End Times on Leave & Absence ScreensSet up start & end times parameters on leave and absence screens for employees to accurately record part day leave
- A leave type doesn't appear in the Absence drop-downMark a Pay Code as an absence
- Managers not receiving email notifications in MSS when an employee logs a leave requestManagers are not receiving email notifications in MSS when employee logs leave request
- Leavers in CorePersonnel still active in CoreTimeEmployees have been ended in Personnel but is still active and visible in Time.
- Portal: Check pro-rata calculation for annual leave balanceHow can I get an understanding of pro-rata based calculation for annual leave balance of any employee?
- Extend non-cycle shiftsExtend and manage shifts that go beyond the standard calendar cycle.
- Cannot approve leave in BulkYou may not have access to this leave request please try again in 10 mins or contact an administrator
- Remove rounding from taken leaveSelect where rounding on a balance is to be performed
- Remove the display of cancelled Annual leave from Manager's team calendarsIs it possible to remove the notification of Cancelled Annual leave from Manager's team calendars?
- Book more than one absence type for the same dayCan we allow employees to book two leave types on the same day.
- Approve Leave RequestsApprove an employee leave request as a Manager
- Approve or reject a leave request on behalf of a manager on PortalIs it possible to approve or reject Leave Requests on behalf of managers?
- Manage Parental LeaveAdd parental leave absence for an employee in Workforce Management.
- Why the Department + Work Group Filter and Team Calendar Button May Not Appear on the WFM Admin Bulk Leave Approval ScreenOn the Bulk Leave Approval screen, you can filter by Work Group and Department but these options don't appear
- How to disable holiday requests in Hours and MinutesIs there a way to prevent employees requesting a segment of a holiday day in hours/minute ?
- How to set up a Standard Public HolidayAdd a standard public holiday to your bank holiday scheme in workforce management
- Break in Absence Transferred to PayrollBreak In Absence that has transferred to Payroll
- What is the difference between Days and Occurrences for Absence TriggersWhat is the difference between using Days and Occurrences
- Set up a company shutdownHow to set up a Company Shutdown.
- Managers unable to view leave requests on portalNo leave requests visible for manager to approve although requests have been submitted and await approval.
- Create a report on an employee's leave requestReport on Leave Requests submitted by employees
- Manage existing personalised pay code groupTrying to add an absence in Absence Detail, the pay code is not displayed.
- Company Holiday deducting from balance twiceBank holidays are being taken off under the holiday scheme but then, for all employees
- Absence pay code configurationStandard configuration of an absence Pay Code.
- How to Remove a Pay Code from an Employee's Leave Type Drop-Down ListHow can I remove Pay code from employee's Leave Type drop down list while submitting Annual Leave on Portal?
- Leave Request Pay Code ConfigurationStandard configuration of a leave request Pay Code.
- Change Absence Rule Daily Rate CalculationLearn how to update the daily rate calculation for sickness absences
- Overlapping AbsenceLearn how to manage overlapping absences in Portal to avoid payroll errors and reduce admin workload.
- Managing Overlapping Absences When One Is Open-EndedIs it possible to record overlapping absences if one is open ended?
- Run a future calculation for specific pay codesGuidance on how to run future calculations for specific pay codes
- Portal: Manager unable to approve leave request as cannot choose either approve or reject optionsManager can see leave requests but unable to choose an option for Set Status To.
- Certain employees are unable to book leave on a public holiday or public holidays are missing from timesheetsLearn how to resolve issues where employees cannot book leave on public holidays or public holidays do not appear on their timesheets.
- No options or few options in the drop-down list when booking Annual LeaveHow to resolve the issue where an employee has no or limited options in the Pay Code drop-down list when trying to book Annual Leave.
- Back Office: Check pro-rata calculation for annual leaveLearn how to check the pro-rata annual leave calculation for an employee in Back Office using CoreTime and Core Personnel.
- Approve or reject a leave request on behalf of a manager on Back OfficeIs it possible to approve or reject Leave Requests on behalf of managers in the CoreHR system?
- Remove annual leave hours from a timesheetHow can I remove the Annual Leave Request Hours which have been entered through the employee's timesheet manually by users
- Occupational sick pay not generating for one employeeWhy occupational sick pay might not generate for an employee due to gaps in the absence rule configuration and how to correct it.
- When Does Carry Forward Entitlement Expire?This article explains how carry forward annual leave entitlement expires and how to check the expiry date in the system.
- Fix issues with annual leave requests when an employee's manager or workgroup changesHow to resolve issues with annual leave requests when an employee’s line manager or workgroup change
- Portal Error: Leave must be entered in full days segments when adding absenceResolve the error message ‘Leave must be entered in full days segments’ when submitting half-day leave requests via the Manager Dashboard
- Absence not calculating on rest daysThis article explains why absences may not calculate on rest days and how to enable the Include Rest Days option to fix this
- Configure bank holiday schemesSetting up and managing bank holiday schemes in your system. You can follow the steps below or watch the accompanying video for help.
- Configure absence reason codesThis guide explains how to create and configure Absence Reason Codes in Workforce Management (WFM), including how to link them to Pay Codes.
- Unexplained absence generating when annual leave is recorded in Maintain HoursUnexplained absence generating on day when annual Leave is recorded in Maintain Hours
- Bank or Public Holiday dates incorrectly appearing or missing in Record Absence DetailsPublic Holiday not calculating while employee trying to book annual leave
- Portal: Manager unable to upload document when adding absenceThis guide explains how to resolve the issue where a manager is unable to upload a document when adding an absence via the Core Portal.
- How to prevent employees from overbooking leaveHow to stop employees from overbooking their annual leave by configuring the correct Balance Parameters and Pay Code Settings.
- Allow employees to book holidays for the following yearHow to allow employees to start booking holidays for next year now
- Difference between PH FTE Entitlement and PH FTE Reserved on BalanceThe software system is calculating the PH FTE Entitlement correctly but not removing it in PH FTE Reserved for a particular day
- Restrict leave types when booking leaveHow to restrict leave pay codes from appearing on the Create Leave Request / Book Time Off screen drop-down on Portal.
- Error: You do not have permission to create historical absences outside of the rollback periodYou do not have permission to create historical absences outside of the rollback period
- Cancel a leave requestCancel an unprocessed leave request that is no longer required.
- Error: An error occurred retrieving the leave request during Bulk Leave ApprovalWhen trying to update a leave request via Bulk Leave Approval in WFM Admin Dashboard, user is getting an error.
- How to assign a Holiday Scheme in PortalHow do you assign a Holiday Scheme in Portal?
- Incorrect Bradford Factor scoreWhy the Bradford Factor score may be incorrect and how you can recalculate it by managing related absences and system settings.
- Portal: Absence Trigger Points not sending emails or notificationsWhy are absence notifications not being received?
- Allow or deny absence to be recorded on a company holidayWhen recording an absence on or across a Company Holiday, the date is\isn't included in the absence
- Floating entitlement doesn't pro-rate based on target end dateA Target End Date has been added to an employee's appointment in CorePersonnel but their Floating Entitlement isn't pro-rating
- Add a date to a public holiday schemeHow do I add a date to the public holiday scheme, bank holiday scheme
- Annual leave isn't being deducted from the balanceI've booked or taken a holiday but my annual leave balance hasn't changed.
- Extend a user defined period calendarHow do I extend a calendar that has user defined periods.
- The employee has no work pattern or shift type for the absence datesResolve the error that appears in PeopleXD Workforce Management when entering a sickness absence. Error: 'Unable to determine absence duration'
- Portal: Remove unapproved absences on the Maintain Hours screenLearn how to remove unapproved absences that appear on the Maintain Hours screen when employees have not clocked in or out.
- Error: 'An error occurred retrieving the leave request'Manager is unable to action leave request for a particular employee as they get the error 'An Error occurred retrieving the leave request'.
- Add an occupational absence overrideSteps to create an occupational absence override record.
- Set up new years leave entitlementsCreate and manage new year entitlements for your organisation.
- Portal: Extend a user defined calendarSteps to extend a user defined calendar in Portal.
- How to resolve 'rest day' errors when booking annual leaveFix the "rest day" error in PeopleXD Workforce Management by updating the employee’s schedule so annual leave can be booked successfully.
- 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.
- Approve and manage leave requestsUnderstand how to review and approve leave requests in PeopleXD, including how to resolve common errors and use the Bulk Leave Approval screen.
- Manage annual leave hours and resolve discrepancies in Workforce ManagementFind out how to approve and send annual leave hours to payroll and resolve leave balance discrepancies as a manager or administrator in PeopleXD.