What Is The Recommended Workflow To Remove An Employee From Leave Management?

Issue

If an employee should not be part of a policy in Leave Management, can I just remove them?

Removing an employee who should not be included in a leave management policy:
The best way to remove an active employee from a policy that they should not be included in (e.g., added by accident) is to adjust their balance through Earnings/Deductions in a Payrun or an Offrun. Once their balance has been reduced to zero, you can remove them from the leave management policy.
Removing an inactive employee from a leave management policy:
When removing an inactive employee, you must first ensure the employee has been paid for their owed balance by running an Offrun or the relevant pay period. Once the employee's balance shows as zero, you can remove them from the leave management policy.

Please note that only Super Administrators have access to make changes to Policies under Leave Management.

The Leave Management feature is available on the Premium or Pro Subscription with the Leave Management Add-On. It also requires the Payroll Add-on.

If you do not have this feature and are interested, please contact Push Support at support@pushoperations.com to connect you with the relevant team.