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
Navigate > Employee > Leave > Leave Balances
Step 2: Edit the the applicable Leave Scheme Parameter to review 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 > Leave Balances
Select the Leave Balance 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 > Leave Balances
Navigate > Employee > Leave > Leave Adjustments
Navigate > Employee > Leave > Leave Application
Step 5: Create a leave adjustment to correct the employee's balance.
Navigate > Employee > Leave > Leave Adjustments
Important Comment
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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