Leave Balances Guide
A balance shows entitlement, usage, and adjustments by year and leave type.
Initialize balances
Select a year to create a balance for every active employee and active leave type.
- The system calculates prior-year carry-over automatically.
Read the balance
Remaining leave equals total plus carry-over and adjustments minus usage.
- Balances can be filtered by employee, type, and year.
Updates
Used days change when leave is approved, and a manual adjustment can be added when needed.
- Document the reason for a manual adjustment.
