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Tracking and managing my team's paid leave
Cyndel C. avatar
Written by Cyndel C.
Updated this week

Once you have set up your acquisition period, you can monitor your teams' paid leaves from the HR tab.

Good to know :

  • The paid leave counter is accessible by default for admins. For managers and directors, it's an option in the account preferences.
    Click here to find out more !

  • This dashboard is only for eligible employees. Interim and trainee staff are not included.

  • If your employees have a contract with no type or start date, they will not appear on the paid leave dashboard.


How to read and understand the paid leave dashboard ?

Go to the HR tab > Paid leave counters : (also accessible from the “paid leaves” section of the settings page !)

  • Select the location or team you want

  • Filter by contract type if needed : ongoing, inactive or all contracts

Good to know : The "search" function for finding a specific employee can be combined with filters (locations and contracts).

The board is composed of different columns, so let's take a closer look at each one :

  1. Employees’ informations :

    ‣ First name, surname
    ‣ Location and default team

  2. Acquisition period N-1 :
    ‣ Days acquired during the previous period
    ‣ Days taken from the balance of the previous period
    ‣ Balance remaining on the previous period (= acquired - taken)

  3. Acquisition period N:
    ‣ Days being acquired and updated over the months
    ‣ Days taken during the current period
    ‣ Balance remaining on the current period (= acquired - taken)

  4. Total leave balance including periods N-1 and N

  5. Counter activity monitoring:

    ‣ Monthly acquisitions
    ‣ Leaves placed on the schedule (manual or after validation by manager)
    ‣ Deletion of "paid leave" absences on the schedule.
    ‣ End-of-period rounding details
    ‣ Any manual modifications on counters.


How to track activity on the paid leave counters?

Once you've set up your counters, you can track the actions performed on them: leave application, leave deletion, manual modification, monthly acquisition, etc.

To do this, go to the HR > Paid leave counters tab, then click on "View details" next to each counter:

The page is structured as follows:

  • Action date on the left

  • Action name in bold type

  • Description in grey

  • Impact on counter in blue on right (except for balance transfers)

Here's an example of the type of entry you'll find: September's monthly acquisition (+2.5 days acquired) is automatically added to the counter on 1st October (during the night of 30th September to 1st October).

Good to know: For manual counter modifications, the name of the person who edited the counter will also be displayed.

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