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View leave balances as a manager

The following outlines the steps to view an employee's accrued leave balances via the HR platform.

This article explains how to:


View an employee's quick view leave balances

View an employee's quick view leave balance

Warning

Only the leave balances for pending leave requests and employees who have submitted a leave request will appear on the Leave Management page.

  1. Log into Employment Hero.
  2. Click the  Time option on the left-hand side menu.
  3. Click the Leave Management option.
  4. Hover over the   to see the leave balance details.
    screenshot of the leave management screen, showing the employee's leave balance when you hover above the I icon

View the leave calendar

How to view the leave calendar
  1. Log into Employment Hero.
  2. Click the  Time option on the left-hand side menu.
  3. Click on Leave Management.
  4. Click on Leave Calendar.
    Click on leave calendar
  5. Choose your search parameters:
    • Year
    • Month
    • Location
    • Team
    • Status
    • Reporting personnel.
      add leave calendar display parameters

View leave category type and balance

View ‌employee leave category type and balance

Warning

A leave category balance will only display if you have configured the leave category and type to display in your payroll platform. To read more on how to configure your leave category and type, read either the Employment Hero Payroll, MYOB, or Xero articles.

  1. Log into Employment Hero.
  2. Click the  Time option on the left-hand side menu.
  3. Click the Leave option.
  4. Click the Create Leave Request button screenshot of the my leave requests screen, highlighting the create leave request button
  5. Use the Personnel field to select the employee ‌whose leave balance you want to view.

    Warning

    Do not complete the rest of the leave request details and click Submit Leave, if you are only viewing an employee's leave balance.

    screenshot of the request leave screen, highlighting the personnel field and the employee's leave balance

Further information

If you are looking for further ideas, try our community.

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Previous step: How to view leave requests
Next step: How to edit and delete leave requests 

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