This article explains the feature overview of the Leave Balances Functionality Access: Users/Admin/Managers
The Leave Balances page offers a detailed view of your time-off entitlements, including used, remaining, and expected time off based on different policy types set up by your organisation. By tracking your time-off entitlement, you can maintain awareness of your available time-off days and plan your days off accordingly.
Prerequisites
Your organisation will have set up time-off policy types that have been assigned to you.
Accessing the Feature
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Login to Plumm.
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Access 'Time Off' on the main menu navigation.
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Select 'Leave Balances'.
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View your assigned Time Off policies and balances.
Detailed Feature Guide
Section 1: Basic Features
View leave balances broken down by policy type to get a better understanding of details like:
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Current Cycle: This refers to the current period or year for which the leave balance is being calculated. It usually aligns with your organisation's fiscal or calendar year.
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Days Taken: This indicates the number of time-off days you have already used within the current cycle.
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Remaining Balance: This shows the number of days still available for you to take as leave in the current cycle.
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Annual Allowance: This is the total number of leave days allotted to you for the year or cycle. It varies based on your organisation's policy and the specific leave type.
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System Adjustments: These are any modifications made to your leave balance by the system. They can include carry-over leaves from the previous cycle, corrections made due to policy changes, or other adjustments as per your organisation's leave policy.
Section 2: Tips and Tricks
Make sure to regularly check for any system adjustments or expected deductions to stay informed about your leave balance!
FAQs (Frequently Asked Questions)
Q1: How are leave balances calculated?
A1: Balances are based on the cycle of the policy type, days taken, and any adjustments or carryovers.
Q2: Can I see future deductions in my leave balance?
A2: Yes, expected deductions based on upcoming approved leaves are displayed.
If you feel there are any discrepancies in your leave balance, refer to the policy settings or contact your HR manager