Configure Leave Threshold

Review topics:
  • About Leave Thresholds
  • Leave Threshold Field Descriptions

Requires the configuration of Dynamic Issue Leave Threshold.

To edit or create a Leave Threshold in the Codes section of the Setup area:

  1. Select a leave threshold and click Edit; or click Add to create a Leave Threshold.
  2. Type a name for this leave threshold in Name.
  3. Configure the remaining Leave Threshold fields as desired. Refer to the Leave Threshold Field Descriptions topic for more information.
  4. Click Save.
  5. Go to Dynamic Issues in the Codes section of the Setup area.
  6. Click Add to create a new Dynamic Issue.
  7. Describe the Dynamic Issue in Name.

    A generic or business-rule derived name is recommended if this dynamic issue will be applied to multiple work codes. When end-users attempt to use a work code and the work code request is denied, this Dynamic Issue will appear. Therefore, it is very important that the name be clearly understood.

  8. Select a Dynamic Leave Limit in Type.
  9. Apply the leave threshold configured in Step 2 to this issue and all other applicable leave thresholds.
  10. Configure the remaining fields as desired. The fields enable (or disable) depending on the Dynamic Issue Type selected.
  11. Select applicable work codes in Work Code, then indicate whether the selected work code Applies; or Contributes to Group in Status.
  12. Click Save.