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How and When to Delete a Shared Leave Plan
How and When to Delete a Shared Leave Plan
Lola avatar
Written by Lola
Updated over a week ago

Employees are able to archive and/or delete their own Leave Plan. They are also able to create multiple LeavePlans to model different leave scenarios as they plan their leave.

Company Admins with access to Leave Logic and your Leave Logic Support Team also have the ability to archive and delete Shared Leave Plans. This article will help you learn how and when to delete as an HR Admin. Read this article for more details about archiving a Leave Plan (update link).

The Delete feature is not always available for Shared Leave Plans. It is only available for Shared Leave Plans in certain statuses.

Shared Leave Plans in Draft status are the only Leave Plans that can be deleted because the other statuses may indicate that the Employee is actively utilizing the Leave Plan or you have created a Leave Plan on behalf of the Employee and invited them to view it. It is always recommended that you are absolutely sure that a Leave Plan should be deleted. Deleted Leave Plans cannot be recovered.

How to Delete a Shared Leave Plan

Step 1. From the HR Admin Dashboard page, search for the Shared Leave Plan in Draft

status to delete by scrolling through the Shared Leave Plan list or by using the

Search by name field to search for an Employee

Draft Leave Plans display at the top of the list if you haven't chosen to sort the

Status column in a different order.

Note Use the hamburger menu on the top left to navigate to the Dashboard if you

are not already on that page

Step 2. At the end of the Shared Leave Plan row, click the 3-dot (ellipses) menu then

select Delete

Step 3. A successfully deleted message displays in the upper-right of the screen. You can dismiss it by clicking the x or it will disappear on its own within a few seconds.

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