WFM UK: HR: Holiday Troubleshooting Common Queries Holiday Notifications and Requests

Overview

This article details various troubleshooting tips and areas to check regarding Holiday issues, including Holiday Notifications and Requests within HR & Payroll (formerly known as People System).

Manager Notifications
Question/Problem: Managers not Receiving Holiday Alerts & Notifications

Historic Requests
Holiday Request notifications can not come through if there are too many historic Holiday Requests in the Manager’s Holiday Submission page.

To resolve:
 

• Remove all historic requests

Access Levels
If an employee does not have the correct manager entered in the ‘Reports To’ field within HR, then these notifications will not feed through to the required Manager.

To resolve:
 

• Go to HR > Employees > Employee List > search and select Employee > Employee Access > Assign Access Levels

 

 

• Select the correct Manager from the Reports To drop-down menu
• Save

 

 

Question/Problem: Receiving Holiday Notification but Unable to View Holiday Request

Division Access
This can occur due to the Manager’s access in HR not including the employee’s Division.

To resolve, contact the individual who manages the access within the system and ask them to modify:
 

• Go to HR > Employees > Employee List > search and select Employee > Employee Access > Assign Access Levels 
• Go to the HR Module section
• Select the Location access if required
• Edit Division Access to Own Only, All or Bespoke
• If Bespoke is chosen, select the Edit button

 

 

 

• Assign the relevant Divisions over using the arrows in the center
• Save

 

 
Question/Problem: Manager Cannot Approve Holidays as they are not Receiving a Request

Location/Division Access
This can occur if the employee has not been assigned access to any Locations or Divisions in HR.

To add access:
 

• Go to HR > Employees > Employee List > search and select Employee > Employee Access > Assign Access Levels > change the option next to Location Access and Division Access to Own Only, All or Bespoke as required
• If Bespoke is chosen, select the Edit button
• Assign relevant Locations and Divisions over
• Save

Holiday Requests
Question/Problem: Editing Requests for Holidays which have not yet been Accrued 

For Holidays which have not yet been accrued, settings can be enabled in order to trigger different prompts to the employee, depending on the requirements of the user.

To locate these settings:
 

• HR > Company Admin > Job Titles > select required Job Titles > Edit Default Holidays

 
To allow an employee to request Holidays which they have not accrued:
 

• Enable the Allow employees to request holidays that have not yet been accrued? setting

 

 

To set up a prompt to inform the employee they have not accrued enough Holiday:
 

• Enable the Warn employee on request that sufficient holidays have not yet been accrued? Setting 

 

 

To physically stop the employee from requesting Holiday if it exceeds their accrual:
 

• Enable the Prevent requests for holidays that have not yet been accrued? Setting 

 

 

Question/Problem: How to View who Approved a Holiday Request
 

• Go to HR > Employees > Employee List > search and select Employee > Employee HR Info > Holidays > select the Holiday > go to History

This page will display who approved specific Holiday Requests.
 

 

Please Note: There will be no History for when an employee requests a Holiday through the Fourth app. However, when the Manager has approved the requests from the app, this approval will display within ‘History’.

Also See

WFM - Holiday Troubleshooting Articles