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'AU Payroll - Projected Annual Leave' has been merged into this idea

Payroll & expenses: Employees

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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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Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi community, thanks for all your discussion and votes on this idea. We can see the appetite in being able to project future leave balances in AU Payroll. We understand that you're looking for an easier way to see an employee's accrued leave for a future date, which would make planning for things like company shutdowns and approving leave requests simpler.

Our product team has taken a look at this suggestion, however building this functionality isn't on our foreseeable roadmap. For that reason, we'll be changing the status of this idea to ‘Not in Pipeline’. The idea will remain open for votes, so we can continue to gauge interest when we next review our priorities for payroll.

As some have shared - exporting and combining reports outside of Xero is one way to get the information you need, although we understand its not the solution you'd like here.

We really appreciate you all taking the time to share your feedback.

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  • Rosa Garavito commented  ·   ·  Report

    It's a super-necessary tool for both the employee and the company because vacation is an important decision for both parties.

  • Liz Menerey commented  ·   ·  Report

    This would be a most important implementation, as employees are always wanting to book holidays in advance. Without this feature it is a time consuming process to work out whether they will have enough leave by that date.

  • Anita Menhofer commented  ·   ·  Report

    That would be great. At this stage, we created a spreadsheet for the calculations, which needs info from Xero entered, pay periods counted etc. It could be all done in Xero, and would make it easy

  • Rebecca Simpson commented  ·   ·  Report

    I agree with this request. It would be great if this could be included in Xero Payroll in the future. We are having to use our old spreadsheet to calculate the leave and it is causing additional work for a feature that is necessary

  • Rebecca Ross commented  ·   ·  Report

    It feel like this should be a simple feature that is so necessary for many reasons.
    Please bring this in as soon as possible.

  • Nicola Frame commented  ·   ·  Report

    If someone submits a leave request months ahead of their planned leave (which is good and useful for their team to manage projected workflows) then Xero immediately takes this into account so staff may then appear to have a significant negative leave balance. Our protocol is to avoid negative annual leave balances where possible because it's a debt to the business, so we have to manually calculate what they will have accrued by the planned leave date to ensure they are as close to a positive balance as possible. And then if that staff member submits another leave request for time BEFORE their future (previously submitted) leave application they go alarmingly into negative so we have to make additional manual calculations to get the true accrual figure at the leave date/s. Don't even get me started on how we plan for the office shutdown over Christmas... So why, Xero, with all the technology you have at hand why do we still need to whip out the calculator or set up formulae in Excel to manage this??

  • Mitchell Jones commented  ·   ·  Report

    Hi Mitchell

    Thanks for getting back in touch.

    At this stage there are no immediate plans to work on the projected leave balance feature request.

    While I understand this was not the answer you were looking for, I would encourage you to keep checking the product idea link for any updates.

    Warmest Regards,

    Zoe

  • Leanne Gatcum commented  ·   ·  Report

    I am in support of this 100%. I thought this would've been a standard feature and I would love to see this as an option in Xero Payroll moving forward.

  • Del Allan commented  ·   ·  Report

    Seriously? I'm new to Xero and am shocked that this is not a standard procedure

  • Pitchfork Solutions Accounts commented  ·   ·  Report

    This is NOT rocket science. We had this in payroll systems back in 1980's !!! Come on Xero, stop focussing on new features you think your customers want and get us what WE actually need and want !!!

  • Mohini Singh commented  ·   ·  Report

    I agree that this would be very beneficial. Manually calculating can be cumbersome and time consuming.

  • Jessica Stephenson commented  ·   ·  Report

    This is an absolute necessity for approving Annual Leave, it shouldnt need to be manually calculated especially at Office Closure times for multiple staff

  • Angela Muecke commented  ·   ·  Report

    Seconded to a previous comment, it's that time of year where we need to project balances for leave of Christmas office closure and it would be really helpful.

  • Jill Hartmann commented  ·   ·  Report

    I have to manually work out the employees projected leave for the Christmas shut down so this would be extremely helpful.

  • Kim Watton commented  ·   ·  Report

    A projected leave balance report would be so beneficial for my organisation. Currently, I run the Leave Balances & Leave Requests reports then using my excel skills combine the two to try and predict the accrued leave balance of the leave requests to find out whether that employee needs to apply for leave without pay. This can take a full day depending upon interruptions!

  • Marie Malica commented  ·   ·  Report

    I wholeheartedly agree that having the capability to project leave would not only be helpful but I'd argue, necessary! We recently moved across to Xero payroll when we moved our financial management to Xero. I was not aware of this lacking feature before the move, and I may have reconsidered it I was.

  • Vely Surjadi commented  ·   ·  Report

    In AU Payroll - can you please add the projected leave balance.
    This would be really helpful for employee to plan their leaves.

  • Mitchell Jones commented  ·   ·  Report

    I've tried reaching out to Xero through multiple channels and people. No one willing to give a response as to even if this is under consideration or already in the pipeline. Given it annoys every user (being an accountant or an employee just using Xero Me) I'm staggered it isn't already in place.

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