Once an employee’s requested leave is approved, it would go under the Upcoming Leave on the Leave Management. On the Schedule of the employee the day/s for those leaves would be tagged as Locked: Leave, meaning it’s locked via the Leave Management. It can’t be edited.

There could be times that you need to add/edit your employees recurring schedule and the system isn’t allowing you because of the Upcoming Leave of the employee.

Well, there’s a workaround here and you have 3 options:

1. Reject – Update – Reapply

• First step is to Reject all the leaves of the Employee
  • Go to Leave Management – Upcoming Leave
  • Click VIEW
  • Enter a Rejection reason and Reject

• Once Rejected, you can now update the recurring schedule of the employee
  • Go to Employee Profile
  • Go to Schedules
  • Add/Update the Recurring Schedule. Click Create.

• Employee Reapply the Leave
  • Employee goes to Leave Management and apply for the leave again
  • Leave would go to Pending Approval for the Manager

2. (This is a bit tricky) recurring schedules with End Dates

• Create a recurring schedule using the day before the leave as an end date.
  • Go to Employee Profile
  • Go to Schedules
  • Add/Update the Recurring Schedule using the day before the leave as an end date
  • Click Create

• Create another recurring schedule using the day after the leave as a start date, if the employee still has an upcoming leave then use the day before that as an end date of the recurring schedule.
  • On Schedules page, click Add a New Recurring Schedule
  • Set start date as the day after the leave
  • End date set to (Do not end)
  • If employee still has an upcoming leave then use the day before that leave as an End date

• Repeat til you reach the last leave of the employee

3. Scheduling Page

• Set the Weekly Schedule of the Employee
  • Under Employees, go to Scheduling
  • Scroll down to the employee you want to edit the schedule
  • Select the dates, excluding the Leave
  • Under Actions, select Customize Schedules
  • Set the Schedule and click Save

That’s how you add a recurring schedules to an employee with an Upcoming Leave. For questions and suggestions, feel free to send us a message at support@payrollhero.com.