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
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.
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Leanne Gallagher
commented
Yes I agree with the last comment from Stephanie, XERO should notify the manager approving leave that they will have a negative balance if leave is approved and give them an option to continue with the approval.
A red flag for employees with excessive leave balances would also be handy -
Stephanie Mills
commented
Hello, I would love to see a big red flag for managers approving time off in Xero when this means that the employee would tip into negative leave balance or a negative leave balance greater than a certain number of hours.
I would also love to see leave reports / exception reports flagging who has taken more leave than they have accrued and who has not yet taken sufficient leave over a certain amount, but I think this has already been raised by others. Many thanks! -
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.
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Janet Watt
commented
More explicit flagging of a leave application resulting in a negative leave balance.