Advanced Tools - Verify Leave Policy Permissions & Restrictions

Here, you’ll learn when to use HR Partner’s housekeeping routine for changes made within the Time Off & Leave feature, specifically, how to verify any changes you've made to leave policy settings, permissions, and restrictions after these changes have been made.

You can use our housekeeping routines by going to Setup > Tools > Advanced. Then, look for the section with the heading 'Leave Updates'.

Verify Leave Policy Permissions & Restrictions

This housekeeping routine refreshes your leave balance table to ensure it’s correctly aligned with the setup of your leave policies. To run this routine, choose the 'Run Now' option for ‘Verify Leave Policy Permissions & Restrictions’. 

When to Use this Tool

Changes made to Leave Policy

Use this tool if you’ve made changes to your leave policies (whether it’s restriction rules, accrual rules, etc.) and you need your leave balance tables to reflect the exact setup of your leave policies at that moment.

For example, you need to add a restriction rule for your existing leave policy, so only full-time employees have this policy applied to them. Once you add the restriction rule and save your changes, you would run this housekeeping tool to ensure that only full-time employees can take leave against this policy.

Leave Balances and Policy Alignment

You need to make sure that your leave balance tables reflect the exact setup of your leave policies at that moment. If you head to Time Off & Leave > Configure > Leave Policies, you will be able to see which of your policies are set to track balances (those with a tick) and which are not (those without a tick). Those which are not set to track balances shouldn't be showing in your leave balance table at all. If for some reason they are, the numbers stored against them may be incorrect.

As our first tip, head to Time Off & Leave > Availability, select "Actions" on the top right, and "Export to CSV", to ensure you have the balances stored against ALL policies currently displaying in the leave balance table saved in a spreadsheet as a safety net.

Then, if you would like any policies without the tick to remain in your leave balance table, you will need to head to Time Off & Leave > Configure > Leave Policies and hit the edit button beside them and select "yes",  and don't forget to save. 

Once you have done this, and you are happy that you have the numbers stored against the policy in your CSV export, you may head to Setup > Tools > Advanced > Verify Leave Policy Permissions and Restrictions in order to refresh your leave balance table. This takes around 5 minutes to run properly.