How to determine why an employee's leave balance is incorrect?

Use the following steps to determine why an employee's leave balance is incorrect - 

Step 1: Confirm to which Leave Scheme the affected employee has been linked.

      Navigate > Employee > Leave > Setup

      

Step 2: Edit the the applicable Leave Scheme Parameter to review its accrual configuration (e.g. Annual Leave Accrual = 15/12 = 1.25 days).

      Navigate > Configuration > Human Resources > Leave Administration > Leave Scheme Parameters

      

Step 3: Validate that the employee's accrual on their Leave Balances screen corresponds to the accrual configuration on company level.

      Navigate > Employee > Leave > Balances

      

            Select the Leave Balance (in days), the amount in green, to view the Leave Balance Breakdown.

            

Step 4: Once the discrepancy has been identified, you can investigate prior month's balances and breakdown, as well as, leave applications and adjustments, to determine the cause.

 

      Navigate > Employee >  Leave > Balances

      

      Navigate > Employee > Leave > Adjustments

      

      Navigate > Employee > Leave > Application

      

Step 5: Create a Leave Adjustment to correct the employee's Leave Balance.

      Navigate > Employee > Leave > Adjustments

      

Important! If you made a change to the accrual rule on a leave scheme type on company level, the change will only take effect once the new cycle begins. A leave adjustment will have to be created should you require the change to take effect from the current period.

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