What are restrictions?

Restrictions are used to prevent one member of staff being on leave at the same time as another member of staff. You set who cannot be off with whom at the same time, and the WhosOff system will not process a normal staff request where a restriction is in place, unless overridden by a super user.

How to manage restrictions

Restrictions are managed per staff member, to manage restrictions you can follow these steps:

  1. Login to your WhosOff account.
  2. Click on the "Administration" tab.
  3. Under "Staff Administration", click on "Manage Staff Members".
  4. From the list of staff, locate the member of staff you wish to add a restriction to (if you can`t see the staff member you need then you can use the department selector at the top of the screen).
  5. Next to the staff members` record, click on "Restrictions".
  6. From the resulting screen you can manage the restrictions for the selected staff member, creating or removing restrictions that are in place.

Important points to note:

  1. Restrictions are not 2-way, they must be set on both people to apply in both ways (or use the Add Reverse Entry when setting up new restrictions).
  2. When the Super User is using the administration area to add leave for any member of staff, restrictions are NOT applied.

The "Add Reverse Entry" option allows you to set the same restriction but apply it to both parties at the same time, therefore taking away the need to set this Restriction up again. For example...

John Smith can`t be off at the same time as John Doe, click Add Reverse Entry, now John Doe is also not allowed to be off when John Smith is off. 

There is also a report available in the Reports tab that allows you to quickly see what Restrictions you currently have setup and who your staff are not allowed the same time off as. 

You can also set department staffing levels to restrict how many people can be off at the same time in one Department, please see this article http://whosoff.com/support/knowledgebase/?ref=W02569_N14372



REFERENCE
W02569_N14337
CATEGORY
Premium
KEYWORDS
restrictions,minimum,restricted

CREATED
24.NOV.2009
REVISED
20.JUL.2016


Still not answered your question? Why not contact support

Other articles you may be interested in


How to subscribe to a calendar feed with Microsoft Outlook 2010
W02569_N14363

How do I set a calendar feed using Outlook 2010

Read more...


How to subscribe to a calendar feed with Microsoft Outlook 2007
W02569_N14329

Microsoft Outlook 2007 supports internet calendars, using WhosOff Super Users can setup feeds that can be subscribed to through Outlook.

Read more...


How do I submit my leave on the system?
W02569_N14382

This article explains how to submit your own leave on WhosOff.

Read more...



23% reduction in sick leave

WhosOff has to date recorded more than 23.4 million sick records, helping companies monitor their sick leave with a view to reducing unnecessary sick days.

View more features

14.3+ million holidays

With summer getaways most popular at this time of year, WhosOff has been integral to managing staff leave requests for businesses around the globe.

Take a tour

1.12 million business decisions

With the flexibility of WhosOff, companies are tracking important meetings and out-of-office times through the application.

View more features



07.Jun.2017 June 2017 - TLS 1.0, Calendar Feeds Read more...

Get your long FREE trial today!
No credit cards, no setup fees and no hidden costs! Sign up today
Close menu Home Features Mobile features full list case studies Who uses WhosOff? Tour Pricing & sign up Careers Support Knowledgebase Service updates Contact us Our blog Follow us on Twitter Sign in