Documentation
v1.0.0 · Release preparation
Roles & permissions

admin · super admin · hr admin · hr manager · accounts · Human Resource manager. Availability depends on your company's configuration.

Employee leave balances

The Leaves tab on an employee's profile shows their leave balance for the current year.

  1. Employees — Open the Employees group in the menu.
  2. Active — Then choose Active.

Viewing leave balances

  1. Open the employee's profile (from the Human Resources section of the menu, Employees → Active, then click the person).
  2. Go to the Leaves tab. You'll see a card for each leave type the employee has an allocation for, showing the year and the Entitled, Used, and Available counts. Cards may also show Carried Forward and Additional days, and a LOP marker with the number of loss-of-pay days if any apply.
  3. If nothing has been allocated, you'll see "No leave allocations found for this employee."

Setting leave counts

Starting leave counts are set when you first add an employee, on the Leave Allocation step of the Add Employee form. The profile's Leaves tab shows balances only and has no edit control. For ongoing changes to leave balances, use Leave Management → Balance Management from the Human Resources section of the menu.