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Leave Request Cancellation Policy #548

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bokanoo opened this issue Mar 4, 2025 · 11 comments
Open

Leave Request Cancellation Policy #548

bokanoo opened this issue Mar 4, 2025 · 11 comments
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question Further information is requested

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@bokanoo
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bokanoo commented Mar 4, 2025

In the leave approval workflow, it appears that an employee can cancel a leave request even after it has been approved by the line manager. Typically, the request cannot be canceled while it is in an approved status; cancellation is usually only permitted when the status is pending. Is there an option or setting to adjust this? Please advise.

@horilla-opensource horilla-opensource added the question Further information is requested label Mar 5, 2025
@horilla-opensource
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Hi @bokanoo ,

In Horilla, the leave cancellation workflow allows employees to request the cancellation of their leave requests under certain conditions:

  1. Pending Status: Employees can request cancellation while the leave request is in the Requested status without any restrictions.

  2. Approved Status: Employees can request cancellation even if the leave request is Approved, but only until the leave request start date. Once the leave period begins, cancellation requests are not allowed.

  3. Approval Process: The cancellation request must be approved by the Reporting Manager or Super Admin to finalize the cancellation.

If you need any further adjustments or settings regarding this workflow, please let us know.

Best Regards,
Team Horilla

@bokanoo
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bokanoo commented Mar 6, 2025

Hi Team,

Thank you for the update, I will check with the workflow and get back to you.

Best,

@bokanoo
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bokanoo commented Mar 7, 2025

  • Allowing employees to cancel leave requests even after approval is a useful feature. However, I noticed that employees can cancel approved leave requests even after the leave period has started (Example, if the leave is approved for today and tomorrow, the employee can still cancel it during this period or I can see the employee can cancel on date of today).

  • Additionally, while the cancellation of approved leave requests is a good feature, I observed that once the cancellation is approved by the manager, the deducted leave balance is not refunded to the employee. For example, if a leave request is approved and the leave balance is deducted, the system should automatically return the deducted days to the employee’s available leave balance once the cancellation is approved.

  • When an employee fills out a leave request and sets the "start and end date breakdown," the information changes after saving or sending for approval. For example, if an employee sets the start date to "first half" and the end date to "second half," the system may display "second half" for both dates after saving. But this issue is not happening on the admin or approver side.I have attached a screenshot to illustrate this scenario for further clarification.

Image
Image

@horilla-opensource
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Hi @bokanoo,

Thank you for bringing these issues to our attention.

We will prioritize resolving these issues in the upcoming updates.

If you need any further clarification or assistance, please let us know.

Happy to have you as part of the Horilla community!

Best Regards,
Team Horilla

@bokanoo
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bokanoo commented Mar 7, 2025

I’m glad to be part of the Horilla community and appreciate the platform’s features. One thing to add...I would like to suggest an enhancement regarding leave applications for past dates. In many HR systems, employees are allowed to apply for leave for past days, which can be useful in situations where they were unable to submit the request on time due to unforeseen circumstances. Currently, Horilla does not provide the option to apply for leave for past dates. It would be highly beneficial to introduce this feature, allowing employees to submit leave requests for days that have already passed. This flexibility would better accommodate real world scenarios and improve the overall user experience.

@horilla-opensource
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Hi @bokanoo ,

Thank you for your valuable feedback and for being part of the Horilla community!

Horilla already provides an option to allow leave applications for past dates. You can enable this by navigating to:
Horilla > Settings > Leave > Restrictions and disabling the "Restrict Past Date Leave Request Creation" option.

By default, this restriction is enabled, preventing employees from submitting leave requests for past dates. However, once disabled, employees will be able to apply for leave for days that have already passed, accommodating real-world scenarios where they were unable to submit requests on time.

Let us know if you need any further assistance!

Best Regards,
Team Horilla

@horilla-opensource
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Hi @bokanoo ,

Start and End Date Breakdown Issue (Resolved)

  • The issue where the "start and end date breakdown" changed incorrectly after saving has been successfully fixed. The system now correctly retains the selected values.

Regarding others, cloud you please share a video demonstration of the leave balance refund functionality.

Looking forward for your response

Best Regards,
Team Horilla

@bokanoo
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bokanoo commented Mar 11, 2025

Hi Team,

Thank you for all the updates and information provided. Regarding the leave balance refund, in the demo video request, are you referring to showcasing the issue or the specific scenario I mentioned earlier? Kindly clarify so I can provide further details if needed.

@bokanoo
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bokanoo commented Mar 11, 2025

And I checked with this one, "The issue where the "start and end date breakdown" changed incorrectly after saving has been successfully fixed. The system now correctly retains the selected values."

But still the error is happening with the fresh source code that I have updated today. Please check with your end.

horilla-opensource added a commit that referenced this issue Mar 12, 2025
@horilla-opensource
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Hi @bokanoo ,

Please try by pull the latest code . We added the updations to resolve the issue .

Also regarding others, cloud you please share a video demonstration of the leave balance refund functionality.

Best Regards,
Team Horilla

@bokanoo
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bokanoo commented Mar 12, 2025

Hi Team,

The issue with the start and end date breakdown has been resolved. Regarding the other scenario, since I’m unable to create a demo video, I’ve attached a PDF below. It includes screenshots with brief descriptions to illustrate the workflow scenario. I hope this file helps clarify the situation and provides the necessary context for further review.

Leave Request Cancellation Policy.pdf

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