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.
Vanessa Jahani
shared this idea
Hey team, 👋 "Can I take this holiday?" - Now, we know this is one of the most common questions employees ask, and it's one we'd like to be able to help you solve with Xero Payroll.
We'd love your help in shaping the future of Leave projections in Xero - As a start, please share any detail about;
- What information you normally need for calculating future leave balances currently?
- What would you need to see or understand to trust that the projected balance is accurate?
We're also looking to set up a research session to dive deeper into your current process and explore options wth us - If you'd be willing to give some time, take a few minutes to fill in our survey📝 and we'll be in touch in the coming days. Thanks!
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Kathy Tung
commented
So many HR/payroll systems already offer this very simple figure, this is a no brainer!
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Emma Maratea
commented
This is an ongoing issue for our business. As we approach the end of the year when most people take leave, I have to undertake numerous manual leave prediction calculations. Staff have also requested this feature as they are used to having it in other workplaces (that don't use Xero).
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Marylou Stubbs
commented
Have the ability to project leave balances for a future date to assist with leave approvals
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Melanie Isaacs
commented
Backing up that this would be very helpful for us to help plan leave with employees to ensure they don't venture into unpaid leave territory for leave that is a decent amount of time in the future.
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Simon O'Connor
commented
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.
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Brendan Norris
commented
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.
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Leigh Foster
commented
Forecasting of future dated leave is needed. If employees book future dated leave their balance displays inaccurately.
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James Saba
commented
Can leave requests show future leave balances to assist managers with approval?
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James Saba
commented
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?
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Sebastian Ennis
commented
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
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Tracey Ginnane
commented
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
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
This is a basic requirement and should be reasonably straight forward to create.
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Carla Butler
commented
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.
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Michelle Douglas
commented
Well said Michele.
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Michele Merdith
commented
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?
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Dinu Guruge
commented
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.
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Christie van der Beeke
commented
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.
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Paul Kougious
commented
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!
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Fiona Pengel
commented
This is standard in most other payroll packages. Please do something about this