How do you activate your teams' paid leave forecast balances ?
The first essential step is to activate your holiday counters! If you haven't already done so, you can catch up here 👈
Otherwise, let's get on with it !
By default, only admins have access to the paid holiday counters. Directors and managers can also be given access. Even if you don't give them this access, they'll still be able to see the forecast paid holiday balances when processing their teams' requests !
Head to Settings > Preferences > Personnel Management to activate their access :
How does it work ?
You'll find the forecast balances when you process your employee's request for paid leave, from Timeoffs > To process :
Let's take a closer look at the various figures in the forecast table that opens up :
Balance to date : It's your employees' paid leave counter at this date
Balance before taking : It's your employees' paid leave balance before approving any time-off
Days balance : This indicates the number of days that will be deducted for this leave
Balance after taking : This indicates the remaining balance the day after the paid leave is taken
This table only takes into account paid leave scheduled and validated before the start date of the paid leave. An absence already validated in the future is not counted in the request currently being processed.
For example, if your employee has requested leave from 26th November until 2nd December 2023 and from 26th to 29th December 2023, you are advised to process them chronologically. If you process November before December, this is what will be displayed for November :
Need some examples ?
Theory is great. Now let's get some practice !
Our paid leave forecast now has no secrets for you ! And you're all set to go on holiday ! 🌴