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View leave balances as a manager

Updated

Available for the following HR plans: Standard, Premium, Platinum
Available for the following user access level: Manager

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

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. Click theTime option on the left-hand side menu.
  2. Click the Leave Management option.
  3. Hover over the i icon 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 leave balance via the leave calendar

  1. Click Time option on the left-hand side menu.
  2. Click Leave Management.
  3. Click the Leave Calendar tab.
  4. Click the plus sign (+) on any date to open the create leave request modal.
    Screenshot of the leave calendar, showing the plus sign
  5. Select the name of the employee you need. This will show you their leave balance.
    Screenshot showing the leave balance of the employee

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. Click the Time option on the left-hand side menu.
  2. Click Leave.
  3. Click the Create Leave Request button screenshot of the my leave requests screen, highlighting the create leave request button

  4. 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

A breakdown of what each line calculates for the balances to appear

Here is a clear breakdown of what each line is calculating for the balances to appear:

  1. Annual Leave: This will be the current leave balance as at the latest pay run. Leave balances will only update when payslips are imported from your Payroll platform. 
  2. Approved Leave: This is a summation of all approved leave on the platform that have not been processed in a pay run/ finalised on payslips yet. 
  3. Accrued Leave: This is a projection of an employee's accrued leave until the start date of the leave request 
  4. This Leave Request: The currently selected leave date(s). 
  5. Remaining Leave: The calculation of remaining leave is Annual Leave + Accrued Leave - Approved Leave - This Leave Request.

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Previous step: View leave requests
Next step: Edit and delete leave requests 

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