🔓 Access level in Planday: Administrator. If you do not see the Leave accounts option as a manager, have your Planday admin assign you higher access.
🌐 Subscription plan: Plus, Pro, Enterprise
⏱️ Reading time: 4 min.
ℹ️ Important read: Get to know Planday's leave management ; Leave accounts - FAQ for admins ; Leave balances - FAQs for admins.
✅ Required steps: How to create a fixed leave policy ; How to create an accrued leave policy ; How to create leave accounts.
Are you an employee? See How to apply for leave.
Prerequisites: You must first set up leave policies and apply them by creating employee leave accounts before you can view balances.
See an overview of your employees’ leave accounts
Employees cannot access this view directly. They can check their leave balances in the app under Time off or on the web by navigating to Home > Your Leave Overview.
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.
Make sure you approve all shifts that count towards accrual and you approve all requests before the accounts expires, otherwise, if you're using carry-over accounts, they would be created with the wrong balance.
Can't find an account?
Can't find an account?
If you can't see a leave account, try adjusting the time period on this page, as the overview displays accounts within the selected period. Additionally, check if the account is inactive by selecting Account status to inactive.
When an account is inactive, it can’t be used for accrual, and the employee cannot take leave from it.
This view does not show unapproved leave days/hours from the available balance.
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.
Active: Any accounts that are currently accruing or are available for spending.
Available: Available accounts view excludes accounts that might currently be accruing but have not started their spending period yet.
Inactive: When an account’s spending period is expired, or when an employee is deactivated, their account becomes inactive.
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:
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Urlaub, ferie, semester, abse, absen, vaca, vacat, ferien, Overview of Absence accounts & Leave balances