Leave balance tab in leaves section is visible only for admins. This tab list downs leave balances of all employees for the current year for existing leave policies. Let us see how the leave balance calculation works and how to look for leave balance data for of employees enrolled in different leave policies.
- Click on leaves from left navigation menu.
- Click on leave balance tab.
- By default system selects the leave policy that is marked as default & all other other policies can be navigated through drop down list. If there is no default policy, leave balance data of the first policy available in the dropdown will be displayed.
- Leave balances for all employees enrolled in the selected policy are reflected for current year.
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Currently, leave balances are shown only for current year of the selected policy, going further you will be able to see past & future year's leave balance records by switching to different calendar years from date filter. |
Leave balance calculation
Leave balance is calculated based on different statuses of leave requests & leave adjustments. Let us see an example here:
In the above image, table shows total balance of each leave type for an individual employee. Let us take an example of casual leave(highlighted).
9 casual leaves were accrued on renewal. 28 were credited & 8 were debited as adjustments, 2 were availed by employee and 6 are scheduled. After all calculations the balance of casual leaves is shown as 21. How does system calculates this balance?
Accrued leaves (9) + Created leaves (28) - Debited leaves (8) - Availed leaves (2) - Scheduled leaves (6) = Total leaves balance (21)
A few important things to you should know
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- Example - A new leave type called FMLA leave, 12 leave are to be accrued annually. A new employee is added to this policy on 1st July and pro-rata is set to yes, employee will get 6 leaves on pro-rata basis. If pro-rata is set to no, employee will get all 12 leaves irrespective of when the employee is enrolled in the policy.
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