Skip to content
← Payroll & expenses

Enter your idea

Payroll & expenses: Payroll

Categories

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.

274 votes

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close

We’ll send you updates on this idea

Forever Blonde shared this idea  ·   ·  Report…  ·  Admin →
How important is this to you?

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Thanks for continuing to follow along and join in the support of this idea, community. To reiterate on our last update we appreciate and understand the need in being able to easily view an employees' leave balances when reviewing leave.

As already spotted from comments here, I'd like to share an update with the release of projected leave balances in Xero Payroll Australia. This feature has just been rolled out to Payroll admins, where you'll be able to view an employees estimated leave balance when adding, editing or approving leave. You'll be able to view a calculation breakdown and will see a warning when a leave request may result in a negative balance. Helping you to better assess and manage leave for your organisation. 😁

We understand this feature is desired in other regions we offer Payroll and we'll continue to consider how this may be adopted in other places as we continue to plan our roadmaps. I'll share if there are any further updates surrounding this with you here.

Show previous admin responses (2)

We're glad you're here

Please sign in to leave feedback
Signed in as (Sign out)
Close
Close
Submitting...
An error occurred while saving the comment
  • Justine Frescher commented  ·   ·  Report

    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.

  • Madeleine Linsley-Aubrey commented  ·   ·  Report

    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.

  • Trevor Lowe commented  ·   ·  Report

    Other payroll systems have the option if they want balances to go negative or not

  • Steph Tadros commented  ·   ·  Report

    It would be great for a warning flag to show in payroll when approved paid leave goes into negative

  • Tahnee Pauley commented  ·   ·  Report

    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.

  • Damien Excell commented  ·   ·  Report

    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.

  • Demetrio Peña commented  ·   ·  Report

    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.

  • Stephanie Bates commented  ·   ·  Report

    I am confused how this is not already a thing. I agree this is beyond critical

  • Kevin Kwok commented  ·   ·  Report

    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.

  • Paul Atkins commented  ·   ·  Report

    This should be built in. At least a warning to the payroll officer, ideally Xero.me should prevent users going into negative leave.

  • Ben Channon commented  ·   ·  Report

    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.

  • Karina Allsop commented  ·   ·  Report

    Staff given permission to approve leave requests should also be able to access LEAVE BALANCES without being a payroll admin.

  • Jodie Brown commented  ·   ·  Report

    How can managers their staff leave balances if they cannot see the balance as they approve leave?

  • Marcia Dunne commented  ·   ·  Report

    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.

  • Tracy McGuigan commented  ·   ·  Report

    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.

2