Managing Past Period Requests

By default, the system enforces a set of active restrictions that prevent modifications to leave requests whose dates fall in a past period. These safeguards protect the integrity of finalized schedules and payroll data. In exceptional cases — such as retroactive corrections or administrative adjustments — authorized personnel can temporarily disable these restrictions to perform the necessary actions.

Accessing the Restrictions Panel

The restrictions panel is accessible directly from the Leave Request page. In the page header, locate the wrench icon () next to the page title. Clicking it opens the Vacation Restrictions CPanel, which lists all available restrictions and their current status.

Location: Home > Employee > Vacations > Request. Highlighted is the wrench icon that opens the Vacation Restrictions CPanel.

The Vacation Restrictions CPanel showing all three restrictions active by default.

The Three Restrictions Explained

The CPanel contains three restrictions, each blocking a specific type of action on past-period records:

• lock_planning_for_modifications — Prevents any modifications to leave requests and shift planning for periods that have already been locked (past months). This restriction applies to both the Vacations and Shifts modules. It must be disabled when submitting or processing a leave request for a past period.
• disable_cancellation_of_vacations — Blocks direct cancellation of a vacation request whose start date is in the past. When active, the system will reject any attempt to set a past-dated request to a cancelled status. Applies to the Vacations module only.
• disable_cancellation_requests — Blocks the creation of a formal cancellation request (used for approved vacations) when the original request's start date is in the past. Applies to the Vacations module only.

Steps to Manage a Past Period Request

1. Navigate to Home > Employee > Vacations > Request.
2. Click the wrench icon in the page header to open the Vacation Restrictions CPanel.
3. Identify which restrictions apply to your use case (see table below) and deactivate them by clicking the corresponding toggle button.
4. Close the CPanel and proceed with the required action — submitting, approving, or cancelling the past-period request.
5. Once the action is complete, immediately return to the CPanel and re-enable all restrictions that were disabled.

Which Restrictions to Disable by Use Case

— indicates the restriction is not relevant for that use case and should remain active.

Example: Restrictions disabled prior to performing a past-period cancellation. Re-enable immediately after completing the action.

Related Documentation

For detailed instructions on each workflow, refer to the corresponding documentation pages:

• Request Leave
• Manage Sick Leave
• Cancel Leave Requests
• Submit Requests for Team
• Approve Leave Requests