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Checking leave balances and assigned leave

You can see your own leave balances on My Leave Requests, and the balances held by everyone in the organisation on Assigned Leave. Both are under Leave.

Before you begin

  • Every signed-in user has My Leave Requests. Assigned Leave is an administrator's screen: whether you see it depends on your role and permissions (see Roles and permissions).
  • Which leave types exist, and how many days each carries, is configured under Leave Types (see Setting up leave types).

Check your own balances

  1. Select Leave, then My Leave Requests.
  2. Read the My Available Leave panel at the top. It shows one figure for each leave type you hold, for example Sick Leave or Casual Leave.
  3. Each figure is followed by a plus sign and a carry forward amount, marked CF.

The requests you have made are listed underneath the panel, with their status. To make one, see Applying for leave.

Check everyone's balances

  1. Select Leave, then the Assigned Leave tab.
  2. The heading shows how many assignments exist. Each row is one leave type held by one employee.
  3. The columns are Employee, Leave Type, Available Days, Carry Forward, Total, Assigned Date and Actions.
  4. The list is grouped by Leave Type, and each group header shows how many rows it holds.
  5. Use Search, the Leave type filter or More filters to narrow the list, and Clear all to remove them.

What Edit and Assign Leave Type show

  • Edit on a row opens a page titled with the employee and leave type. It has Available Days, Carryforward Days and an Is Active box, and a Save Changes button.
  • Delete on a row is a separate button. Treat both as changes to a real balance.
  • The Assign Leave Type menu at the top of the page lists the leave types. Choosing one opens a form titled with that leave type, with an Employee field, an Is Active box and an Assign button.

Not confirmed

  • What happens after Save Changes or Assign is selected. Neither was submitted while this page was checked.
  • Whether an assigned amount is reduced when leave is approved. The list shows Available Days, Carry Forward and Total, and no used-days column.
  • Whether the Employee field in the Assign Leave Type form offers employees in every workspace. In the workspace checked it showed no employees to choose from.
  • Whether Delete on an assigned row also affects leave requests that were already made.

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