From Definitiv version 3.13, the Negative Leave Balance Restrictions feature, allows a threshold to be set when an accrual type is configured not to allow negative leave balances.
This enhancement allows greater flexibility for customers by allowing them to configure an accrual type to allow a negative leave balance, but only up to a certain threshold.
How to define a threshold for an Accrual Type
To define a threshold on an accrual type with Negative Leave Balance Restrictions, go to Admin, Configuration, Accrual Types, and click the Edit button for the Accrual Type you want to configure.
Enable the Leave Options configuration, unless already enabled.
Select Do now allow Negative Leave Balance Accrual from the Negative Leave Balance Configuration drop-down.
Check the Apply Threshold option - Leave it unchecked to define a value of 0.
Enter a value into the Threshold Units field - See Threshold Units.
Click the Save button on the accrual type to save your changes.
In the above scenario, if an employee were to submit a leave application calculated for more than 7.5 hours and their accrual balance was 0, the leave application would be blocked.
Leave Application Submission
When an employee submits a leave application and the employee does not have a sufficient accrual balance for an accrual type that is configured to “Do Not allow Negative Leave Balance Accrual”, with or without a threshold an error message will be displayed to the employee stating they will not have a sufficient leave balance accrued, and to select another Leave Type.
Leave Application Approval
When approving a Leave Application, a warning message will be displayed to the approver if a Leave Application will result in an employee’s accrual balance falling below the threshold for an accrual type configured to not allow negative leave balances.
Threshold Units
Threshold Units refer to the Unit of Measurement defined on the pay items linked to the accrual type.
In the below example, we can see that the Annual Leave Accrual Type is linked to pay items including Annual Leave, AL on Termination, AL on Termination - Lump Sum A, D - ALL on Termination, and Annual Leave Cash out.
Each of these Pay items is configured with a Unit of Measure with default options including Hours, Percent, or payment, as well as custom Units of Measure defined by a customer.
Clicking the edit icon in the highlighted drop-down a user to manage default Unit of Measurement descriptions, or create new ones.
