Overview
The spend controls for a leave category limit the number of units that can be included in a leave request and the hours or days in a pay period that a leave request can span.
Spend controls are configured for each leave category, in the Config > Leave > Leave Category > select leave category > Leave Submission Methods dropdowns. Depending on how leave is submitted, there are different configuration options available.
Leave Requests for Fixed Timesheets
For leave requests submitted for an employee using a fixed timesheet:
Disabled |
Leave requests cannot be submitted |
Time and day will be restricted as per reporting timesheet |
Leave requests are limited to the work days and times in the employee’s reporting timesheet. For example, if an employee’s reporting timesheet is Monday to Friday, 8:30am-5:30pm, this control will only allow leave to be requested for these days and within this timeframe. |
Leave Requests for Variable Timesheets
For leave requests submitted for an employee using a variable timesheet:
Disabled |
Leave requests cannot be submitted. |
Allow any time but restrict days as per reporting timesheet |
Leave requests can only be submitted on days considered as ‘work days’ in an employee’s reporting timesheet. For example, if an employee’s reporting timesheet is Monday to Friday, 8:30am-5:30pm, they can submit any number of hours for any time of the day, but only for Monday to Friday. |
Allow any time but restrict day and total hours as per reporting timesheet |
Leave requests can only be submitted on days considered as ‘work days’ in the employee’s reporting timesheet, with a maximum number of units limited to an equivalent full working day. For example, if an employee’s reporting timesheet is Monday to Friday, 8:30am-5:30pm with no breaks deducted, they can submit leave for any time on Monday to Friday, up to a maximum of 9 hours. |
Time and day will be restricted as per reporting timesheet |
Leave requests are limited to the work days and times in the employee’s reporting timesheet. For example, if an employee’s reporting timesheet is Monday to Friday, 8:30am-5:30pm, this control will only allow leave to be requested for these days and within this timeframe. |
Leave Entered on a Timesheet
For leave that is entered directly on a timesheet
Disabled |
Leave cannot be entered in the timesheet. |
No restriction |
Leave can be entered in the timesheet without restriction. |
The total hours and days will be restricted as per reporting timesheet |
Leave can only be entered in the timesheet on days defined as ‘work days’ in the employee’s reporting timesheet, up to a maximum of the employee’s full day equivalent For example, if an employee’s reporting timesheet is Monday to Friday, 8:30am-5:30pm with no breaks deducted, they can record leave on Monday to Friday, up to a maximum of 9 hours. |
When leave requests are submitted by or on behalf of employees, or leave is entered into a timesheet, and the spend control parameters are not met, users will receive an error message. Leave requests or timesheets cannot be submitted if spend controls are not met.
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