You can see the balance of employee leave and the validity period of the leave in the Log History Time off which is on the Time Off sub-menu. This information can only be accessed by users with Superadmin or Admin role access.
Here are the steps:
- Enter the Time Management menu then select Time Off .
- Click “Log History” on the leave policy.
- Then you will be directed to the Overview Balance page display, as follows.
In the hourly time off display as shown in the image below, the information displayed in the list is in the form of hours and minutes.
- Here you can filter by employee leave period.
- You can also filter based on other employee leave policies.
- Select Filter to select employee conditions based on Status, Branch, Organization, Job Position, and Job Level .
- Then click "Apply Filter" .
- Then you can see a detailed list of employee leave balances, based on the conditions you have filtered, as follows.
- If you hover over the numbers in Time Off Taken, Adjustment, Expired, and Carry Forward, a pop-up will appear as follows.
- Click on the numbers in Time Off Taken, Adjustment, Expired, and Carry Forward to see detailed leave balance details.
- Then the details of the leave balance will be displayed as follows.
In the hourly time off display as shown in the image below, the information displayed in the list is in the form of hours and minutes.
- Click "View details" to see detailed employee leave information.
- Additionally, you can click “Export” to download the report into Excel .
- Use the Search column to search for employee names.
- Then to see a detailed list of employee leave balances, select the Log Balance tab.
- Then details of employee leave balances will be displayed based on the conditions you have filtered, as follows.
In the hourly time off display as shown in the image below, the information displayed in the list is in the form of hours and minutes.
- Click "View Details" to see detailed employee leave information.
Here is the explanation of the information given in View detail:
- Time off request : Balance time off used by employees through the request time off feature via mobile apps or web.
- Transaction : Balance time off which is adjusted to increase or decrease by the admin by creating a balance update transaction.
- Import balance : Balance time off which is added or subtracted by the admin via the import balance feature.
- Generated : Balance time off which is increased automatically according to policy provisions
- Carry forward: Balance time off which is increased
automatically based on the provisions of the carry forward policy for the leave
- Expired: Balance time off which expired due to expired automatically according to the provisions of the policy, expired automatically according to the provisions of the carry forward, and expired policy
- Edit attendance: Balance time off which was reduced due to the admin assigning time off via attendance editing and attendance import features
