Leave balances

Every employee's balance of one leave type in a year, and how it was made up: carried from last year, earned so far, adjusted, taken and waiting; what is available now and by the year's end. Add opening balances and corrections with their reason, and download the table as CSV. Part of the Leave requests & balances add-on.

Steps

  1. Open Leave → Balances. Pick the year and the leave type; Up to counts the leave earned through the year up to that day.
  2. Available is carried + earned + adjusted − taken − waiting. A red number means more was taken than earned so far.
  3. Press Adjust on a row to add days (an opening balance from the old spreadsheet, a reward) or take days off, with the reason. It is kept with your name.
  4. Press Download CSV for the table of the type shown.

Tips

  • Unused days carry over to the next year up to the type's limit. Nothing is carried into the first year set on Leave set-up → Rules: give opening balances instead.
  • Someone who joined this year earns from their joining day; someone who left, up to their last day.

In the app, press F1 or ? on this screen to open this guide next to your work.

This guide belongs to the Leave requests & balances module. Learn more

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