Payroll - Flag negative leave balances
More explicit flagging of a leave application resulting in a negative leave balance.
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Hilarin Mendis commented
I agree with all below comments and particularly with Marcia. This a very critical function that xero should built in.
01. Negative Leave balances should be flagged to the approver.
02. Future leave balance forecast should be available, factoring all leave taken, applied to take and projected leave accruals. -
Cheryl Price commented
Same as comments below
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Marcia Dunne commented
This feature should not just be about flagging a negative balance, but it would be a step in right direction!
My experience with other payroll programs is that it will forecast what leave you are entitlement to, based on the projected date you are applying for the leave. This would also take into account any leave already applied for and approved.
At no time should a payroll officer be forced to sit and calculate what entitlement an employee would have when they submit a leave application. -
Alba Luz Pabon Molero commented
I got referred to this website to rise the same issue as everyone here.
According to this website, this issue has been flagged since 2022. And seems to be just a chat window to complain about the issue. Is there a way that this feature is added? It is critical, we have more than 100 employees and for a payroll officer is hard to check every week if a person has enough leave or not.
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Justine Frescher commented
This needs to be set up as a Manager may not have access to know how much leave someone has in a small business. It should at the very minimum flag to the approver to check their leave balance, it's very important for a small business.
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Madeleine Linsley-Aubrey commented
Would also like to flag this as hyper-critical option. Just a "STOP - Not Enough Leave Available" Even better would be a "leave without pay" option to cover the rest within the same request.
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Trevor Lowe commented
Other payroll systems have the option if they want balances to go negative or not
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Steph Tadros commented
It would be great for a warning flag to show in payroll when approved paid leave goes into negative
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Elena Lenda commented
a
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Damien Excell commented
I would like this to be an urgent priority of Xero Payroll. It would be good to be able to stop applications all together when the balance is negative or likely to be negative based on forecasting.
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Stephanie Bates commented
I am confused how this is not already a thing. I agree this is beyond critical
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Paul Atkins commented
This should be built in. At least a warning to the payroll officer, ideally Xero.me should prevent users going into negative leave.
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Ben Channon commented
MUST be able to not allow negative balances.
This is beyond critical... for the sames reason your employees don't want to go into a "negative" money owed to them for hours done but not paid.I get that some companies have the capital to allow it... but it has been a standard since the first wheel.
As a small campany.. .we don't hav a person whose job is to check leave balances... it's just the director running payroll.. I have time to double check everyones work and we use the Employment hero sync... which CAN di this.. but not when connected to you.
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Michelle Bannister commented
Also an option to not allow leave to go into negative balance
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Marcia Dunne commented
Agree! When raising a leave application it would be useful to have a notification advising that leave balance will go into negative / is in negative, or at very least balance of leave shown on application is in red text to make it more visible.
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Ben Tooker commented
I 100% Agree, with the comments below.
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Brendan Pharoah commented
Agree, with comments below.
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Leanne Gallagher commented
Yes I agree with the last comment from Stephanie, XERO should notify the manager approving leave that they will have a negative balance if leave is approved and give them an option to continue with the approval.
A red flag for employees with excessive leave balances would also be handy -
Stephanie Mills commented
Hello, I would love to see a big red flag for managers approving time off in Xero when this means that the employee would tip into negative leave balance or a negative leave balance greater than a certain number of hours.
I would also love to see leave reports / exception reports flagging who has taken more leave than they have accrued and who has not yet taken sufficient leave over a certain amount, but I think this has already been raised by others. Many thanks!