Summary, Leaves, Adjustments and Leave balance tabs

When user clicks on the Leaves section/module from the left navigation, on Leaves page they see the below tabs.

• Summary

• Leaves

• Adjustments

• Leave balance

Let us see what all details and actions are available for users on these tabs.

Summary

Open

Balance

Under the Balance section, it shows the summary of the leaves based on leave types and the available balance for each leave type. Clicking on Details will change the balance view as below -

Open

Clicking on Summary will switch back to the summary view of the balance.

Upcoming holidays

This is the list of holidays as per the Holiday scheme user is enrolled in. One can use the filter to see the list of holidays from the certain leave range.

Leaves availed - 6 months

This graph displyes the leaves taken in the last 6 months. This gives a clear idea of the monthly trend of the leaves taken.

Workweek

This section shows the weekly schedule applicable to the user based on the Workweek scheme they are enrolled in. The weekdays/weekoff and number of hours applicable for the user are defined.

Leaves

This tab shows the list of leaves in different statuses for the logged-in user. They can use different filters to find specific leave/list of leaves.

By default my leaves filter is displayed but clicking on the dropdown shows other options too.

One can also check each leave’s details by clicking on Details option. The below information is displayed when clicked on Details. Edit leaves is available only for admins or users with relevant permissions.

Cloumns on the Leaves tab

• Request for - Requestor of the leave

• Start date - When the leaves start

• End date - When the leaves end

• Days - Total number of days of leave applied in the request

• Leaves type - Leave type of the request

• Status - Current status of the leave request

• Approver - User selected as approver of the leave request

Adjustments

This tab displays the list of leave adjustments done by admins for the logged-in users. Read Manage leave policies | Adjust leaves

Leave balance

On this page look at the leave balance for each type of leave. Here one can see all types of leave transactions and respective balances. If user is enrolled in leave policy it only shows Enrollment start date. When the user is removed from the policy, system also shows the leave Enrollment end date.