Leave Balances

The Leave Balances page provides a consolidated view of leave entitlements and consumption for all employees across all configured leave types.

2026-02-17 · 2 min

Manual area

People

Coverage

3 sections

Operator notes

1 implementation note

Overview

The Leave Balances page provides a consolidated view of leave entitlements and consumption for all employees across all configured leave types.

Balance Dashboard

Navigate to HR > Leave Balances:

View all employees with their leave balances in a table format.
Columns: Employee, Department, Leave Type, Opening Balance, Credited, Consumed, Lapsed, Closing Balance.
Filter by department, designation, or individual employee.
Period selector: view balances for any month or the full year.
Color coding: red for zero balance, amber for low balance.

Leave Type Configuration

Configure leave types and their rules:

Casual Leave (CL): annual credit, no carry-forward.
Sick Leave (SL): annual credit, partial carry-forward.
Earned Leave (EL): accrual-based, carry-forward with cap, encashable.
Maternity/Paternity Leave: one-time entitlement per event.
Compensatory Off: earned from working on holidays/off-days.
Leave Without Pay (LWP): no balance tracking, deducted from salary.

Each type can have custom rules for credit frequency, carry-forward limits, and encashment eligibility.

Notes

Tip

Review leave balances at the start of each quarter. Employees with high accumulated leave should be encouraged to plan time off to avoid year-end rushes.

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