Holiday Thresholds

Holiday Thresholds are used to ensure that only a maximum number of employees within a tag can take annual leave at any one time. Ensuring that staffing requirements are met on the busiest days.

In order to set this up, you'd first need to access the settings via the cog in the top-right corner. From there, select 'Holiday, Sick & Absence' then 'Holiday Thresholds'. 

To create a new threshold, select the green + button.

Name your rule and add a headcount for each day. The example below is a rule for the Factory department. The Factory department only allows one employee to be off Monday - Friday.

Once you have created your new threshold - You'll need to apply this to a tag. To do so, select 'Organisation' on the left-hand side then 'Tags'. 

Find or create the tag that you would like the threshold rule to apply to and select your rule in the holiday threshold that was created then 'Save'.

Now the threshold is applied to the tag - Any employee on this tag will have this threshold applied to them.

You can also apply the rule to an employee which will supersede any threshold applied to their tag.

You can define a 'Holiday Rule' the employee is applied to. This can be done on an individual basis via the employee record or, in bulk for multiple employees via the 'Bulk Editor' using the 'Toolbox' drop-down along the top.

Select the employees who apply to the rule.

Scroll down to 'Holiday Rule' found below the table of employees, select the rule applicable and click 'Update'.

Now, when an employee tries to book a holiday on a day where the threshold has been exceeded, you will see the below message: