Leave Balances Window Overview

Use the Leave Balances window to:

• view employees’ leave balances — you can also sort and filter the data in the window and export it for reports & analysis.

• The Scheduled Available column — which displays a summary of unposted leave activity — is hidden by default, but may be made visible using the Table Display Settings popup.

• Scheduled Available = Current Available plus any future dated leave accruals within the accounting cycle minus any submitted, but not yet approved leave requests within the accounting cycle. This calculation can be confirmed by reviewing the Employee Leave Detail popup for the selected line.

• create leave accruals for a single employee/leave type

• add leave transactions

• edit a leave transaction — Note: If you want to edit multiple transactions for a single employee or group of employees, it will be faster to do it from the Leave Details window.

• delete leave transactions

• rollover leave balances

System filters are FYE Employee Leave Balance Rollover, Leave Balance by Employee, Leave Balance by Leave Type, and Leave Liability.

Return to Leave Module Overview

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