Payroll: Show employee leave balances when approving leave
When a leave request comes in for approval and the employee can take leave in advance (the box is ticked), it should show you how many hours the employee has available. This amount should be the number available minus the leave balance that has already been approved in the system. The leave balance report is only useful when employees can't take leave in advance in their first year. It's a challenge each time (especially leading up to Christmas) to calculate leave that is available before approving the request because you have to review how much leave has been approved in future.
Forever Blonde
shared this idea
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Linda Rogers
commented
We should implement a minimum balance requirement for each leave type, preventing employees from submitting a leave request if their balance falls below the company guideline of of 0 hours. This would ensure they are required to request 'unpaid' leave instead.
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Tahnee Pauley
commented
Would be handy for the leave approvers in the company (which are non-payroll admin) to have access and check available employee leave balances before deciding to approve.
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Demetrio Peña
commented
Would be handy for the leave approvers in the company (which are non-payroll admin) to have access and check available employee leave balances before deciding to approve.
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Kevin Kwok
commented
Would be handy for the leave approvers in the company (which are non-payroll admin) to have access and check available employee leave balances before deciding to approve.
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Karina Allsop
commented
Staff given permission to approve leave requests should also be able to access LEAVE BALANCES without being a payroll admin.
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Jodie Brown
commented
How can managers their staff leave balances if they cannot see the balance as they approve leave?
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Maria Meliniza Jovic
commented
Leave approvers should be able to see the leave balances of the employees who have submitted their leave application.
It seems that this feature has disappeared or forgotten...
https://www.xero.com/blog/2015/10/improvements-to-leave-in-xero-how-the-changes-could-affect-you/ -
Tracy McGuigan
commented
This is an issue in a number of my clients who do not understand why annual leave is in hours and holiday accrual is in dollars. They keep thinking they accrue hours on the payslips which causes stress between management and staff as they try to use the holiday dollars as hours to take leave with.
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Mark ODonoughue
commented
Alert/message, automatically declining leave request and advising employees that they have no leave available if 'Holiday' balance is zero or a minus figure.