This article provides an overview of leave accounts, guiding you on viewing and understanding balances. By gaining insights into leave, managers can plan their schedules better. The guide also explains advanced filtering options for more precise leave data management, allowing you to export comprehensive reports.
See an overview of your employees’ leave accounts
Once a leave account is set up for an employee, you can find it listed under the Leave accounts page.
Go to Schedule > Leave accounts (or Absence accounts) or open the Leave overview tab by editing an employee's profile to get an overview.
These figures will change based on your chosen period in the filter. If no dates are chosen, the start of the period is set by default to the first day of the current month and not the start date of the spending or accruing period of the account.
After setting the correct period and filters, you can export the view as an Excel file.
Go to the Leave balances - FAQs for admins to learn more.
In this view, there are four key numbers to track:
Start balance: This displays the balance available at the beginning of the selected period.
Balance accrued: This indicates how many days/hours the employee earned during the chosen period.
Balance used: This reflects how many days/hours the employee has used during the selected period.
Available balance: This shows how many days/hours the employee has available at the end of the selected period. If you select a future date here, the number will be a prediction based on existing leave requests and schedule data supporting the accrual calculation.
Apply additional filters to focus your search
In addition, you can sort based on the following options under Additional filters 1️⃣:
Departments: Choose which departments should be included in the list.
Employee groups: Select which employee groups should be included in the list.
Employee types, select which employee types you want to include in the list.
Account names, select which account names you want to limit your list.
You can choose the 2️⃣ statuses of accounts you want to see, such as active, inactive, available, or all.
You can search 3️⃣ for a specific employee by entering their first and last names, excluding middle names.
See an individual employee’s leave account details
To view a detailed view of account settings and leave pay (if enabled per policy), click the edit icon for an individual account. 1️⃣
Here you’ll be able to see:
The manual adjustments made to the account 2️⃣
Further details related to the balances 3️⃣
the number of days worked within the period (in the example above, the beginning of the 52-week reference period to date.
the total money earned within this period
the average earned per day
the leave account’s balance to date
the total pay to date for the leave account
Add or reduce balance from a leave account
You can make manual adjustments to add or remove balance from a leave account by going to Schedule > Leave accounts > edit an account > and pressing Edit in front of the balance.
This allows you to record a change in the balance that will come into effect on a date of your choice. A history of all adjustments to that account will also be visible on the account page.
See related articles:
This list helps people find the right information in the Help Center. It might have led you here if you were looking for this topic in another language or used certain keywords. To change the Help Center language, go to the top right corner of this page.
Urlaub, ferie, semester, abse, absen, vaca, vacat, ferien, Overview of Absence accounts & Leave balances