Sprout HR has the option to deactivate Leave Plans that are no longer needed to keep your Leave Plan list organized and to avoid confusion, as well as for the users.
But let us learn what the effects are if we deactivate a certain leave plan in Sprout HR, so we can be prepared before doing so.
- The Leave Transaction Report and Leave Summary Report will not be tallied, as only active Leave Plans will continuously be updated under the Leave Summary Report. While the Leave Transaction Report will display the latest transaction before the Leave Plan was deactivated.
- Leave Plan and history will no longer be visible in the employee's profile under Leave Plans and Usage.
- The employees can no longer use the leave plan to file for a leave application.
- With an attempt to approve the application (with a deactivated leave plan), the approver will encounter these kind of errors. Please see the sample image below:
Approval via the Approval Center widget:
Approval via the Approval Center page:
- Rejecting the leave application (with a deactivated leave plan) will still push through.
- All approved leave applications (tagged to the deactivated leave type) can still be seen in the Approval Center. It can be edited, but the leave type would already be changed (and therefore, the credits will be based on the new leave type tagging). Cancellation of such leave, on the other hand, will not be possible, and you might not receive any response from the system upon trying to do so.
- Please note as well that if the deactivated leave plan is under the standard and default leave plan, all other Leaves under those Leave Plans will also be deactivated as they are only under one umbrella.
- Lastly, if there are multiple Leave Plans under one umbrella, you can only delete them and can no longer be reinstated unless you will be creating them again. Unlike the deactivated Leave Plan, they can be reinstated by reactivating the Leave Plan.
Given that, you will have to do the following to avoid any error on your end:
- Download the Leave Report and the remaining leaves of the employees for reference.
- Approve all pending leave applications before deactivating them.
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