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UK Payroll - Show forecasted leave balances

Show forecasted leave balances to allow for planning of Christmas Shut Down periods

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Sarina Martinz shared this idea  ·   ·  Report…  ·  Admin →
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submitted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi community we appreciate your interest and sharing how we could improve payroll for your business. Each regions payroll has been designed and built separately to meet regional requirements, and taking this into consideration development for being able to view future leave balances would also be worked on separately.

We have an separate ideas that have been started for this in the AU version, another for NZ payroll, and I'll adjust the title of this idea for UK specifically. We will keep you updated on any progress of this on these ideas.

I'd highly encourage adding your vote to the relative idea based on the region of payroll you use. Thanks

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  • Liz Menerey commented  ·   ·  Report

    This is a feature in the previous payroll program we used and was very helpful for people planning for future holidays when their balance is low.

  • Francesca Delo commented  ·   ·  Report

    forecasted leave would be really helpful for management when approving leave and staff when planning future leave. At present we are manually calculating leave balances from pay slips.

  • Chelsea Darr commented  ·   ·  Report

    This would be so helpful for all staff. I currently have to work this out manually for staff planning leave.

  • Chris Price commented  ·   ·  Report

    When a staff member requests leave and you can see their current balance is -50 hours and they are asking for 40 hours leave its very confusing. Because by this date they may have accrued another 90 hours. Xero doesn't show this. So I have to manually calculate how many more hours will be accrued between now and the requested date to check whether I can manage the request.

    This is confusing.

    I can see an issue if you did implement this feature, and we approve a leave request based upon a forecasted leave balance. Then another leave request is made for a date before the other approved leave request that would impact the balance for the one after. I think in this case there should be a warning stating future leave has been booked again to help with the decision making process.

  • Paul Preston commented  ·   ·  Report

    This would be hugely helpful for workforce planning and for employees to plan their breaks. Should be a high priority improvement!

  • Emma Bickerton commented  ·   ·  Report

    Yes! Team members also want to be able to plan for future breaks and this would help them to know what they would have available by a future date.