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AU Payroll - Calculate future leave balances for employees

For permanent employees, all XERO business customers should be able to calculate their future leave balances. This will allow a business owner to know if they can approve the leave or not, or what conversation to have with a team member.

I hope this idea is backed and implemented.

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Vanessa Jahani shared this idea  ·   ·  Report…  ·  Admin →
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  • Simon O'Connor commented  ·   ·  Report

    This would be so very, very useful. It's a little bit maddening that Xero doesn't do it.

    The amount of manual calculations we have to do because Xero doesn't handle things is a bit crazy.

  • Brendan Norris commented  ·   ·  Report

    I can't see any responses from Xero staff - I'd have thought this would be a very popular feature to include. Not many payroll softwares don't have this.

  • Leigh Foster commented  ·   ·  Report

    Forecasting of future dated leave is needed. If employees book future dated leave their balance displays inaccurately.

  • James Saba commented  ·   ·  Report

    Can leave requests show future leave balances to assist managers with approval?

  • James Saba commented  ·   ·  Report

    Employees using XeroMe can see their current leave balances but if requesting leave for a future date cant see if they will have enough leave accrued at that point - is there a Xero feature for this?

  • Sebastian Ennis commented  ·   ·  Report

    It would also be good for staff to request annual leave only when they have the required annual leave balance, preventing staff going into negative leave

  • Tracey Ginnane commented  ·   ·  Report

    I agree totally.
    Thank you Vanessa for raising this point. I was not aware until I was asked by an employee how much AL they would have accrued by Christmas and i am surprised and disappointed this is not a function already.

  • Mel O'Keefe commented  ·   ·  Report

    I am surprised this function is not already available. Not only is it an aide for the business planning, but for staff also.
    It is a function I used regularly at my former workplace, with a different platform.

  • Paul Kimber commented  ·   ·  Report

    This is a basic requirement and should be reasonably straight forward to create.

  • Carla Butler commented  ·   ·  Report

    Seems like a no-brainer? I'm currently trying to do this via excel. Seems like it should be a simple update but one which would be very useful.

  • Michele Merdith commented  ·   ·  Report

    This is critical. Staff need to be able to plan their own future leave and the payroll administrator should not have to do a manual calculation each time a staff member asks how much leave they will have in 1 2 6 or 8 months time.

    Separately, the organisation needs a future leave liability report for reporting and leave management. Currently it has to be done on an excel spreadsheet.

    Looks like the original request here was in August 2022... When will a decision be made about this feature and how long will it take to implement?

  • Dinu Guruge commented  ·   ·  Report

    We need a leave report which enables us to calculate the future leave balances of employees. This is crucial for forecasting purposes and also management of employee leave. Also, the XeroMe portal needs to have the feature to project your future leave balance at a particular day. I'm surprised that these functions are not available in Xero yet. ADP system has these functions and it makes the life so much easier.

  • Christie van der Beeke commented  ·   ·  Report

    Like many organisations, I have staff trying to plan their leave in a few months, but they don't currently have enough leave to cover the period they will be away. However, by the time they go, they will be close to it. For regular hours staff, it would be very helpful to have an annual leave predictor, otherwise it's manual calculating having to add up for every fortnight before they go their fortnightly accrual, which is very laborious. Please can you develop an annual leave predictor to assist staff and management in managing leave.

  • Paul Kougious commented  ·   ·  Report

    It is a little silly that it isn't currently a feature, and even for our small business employees ask this question all the time. While I can calculate based on current balance plus leave accrued per pay cycle, it is definitely not fast and easy like most of the rest of Xero's features. Please add this!

  • Fiona Pengel commented  ·   ·  Report

    This is standard in most other payroll packages. Please do something about this

  • Suzanne Beckley commented  ·   ·  Report

    This is a fundamental part of payroll processing. Please implement as soon as possible.

  • IDA Accounts commented  ·   ·  Report

    Agreed with Vanessa Jahani! this is a feature needed in XERO for both employees and employers

  • Kim Watton commented  ·   ·  Report

    I too have to create a projected leave balances spreadsheet but it would be good if Xero had this function as a report. I know MYOB does

  • Linda Capes commented  ·   ·  Report

    Can we change the leave balance report to generate at a future date please. At the moment the report can be generated as at today, or a past date. If the payment date of the next payrun is in the future, the leave taken in that payrun is not included on the report, which means the balance could be incorrect.

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