Settings and activity
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175 votes
Chris Price
supported this idea
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160 votes
An error occurred while saving the comment Chris Price
supported this idea
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93 votes
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
An error occurred while saving the comment Chris Price
commented
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.
Chris Price
supported this idea
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Current Leave Balances are calculated as at the end of the last pay run. You cannot see what the leave balance is, as of today or as of a future day. This makes it difficult to evaluate whether a leave request should be approved.
You may approve a leave request for 8 months time, which they have the leave balance to cover at the time. But they put in a second leave request for 3 months time, which because of the way Xero reports leave balances, means that the system shows they have plenty of leave available. So you approve it, but meanwhile that future request which has already been approved now means they are in significant negative leave.
For this reason, it be extremely useful to include a graph showing leave accruing over time and dropping when its used. With the leave requests we can see the graph and its impact on leave balances over time. This makes it very easy to decide whether to approve or reject. It would also be a very innovative feature for Xero.