Set opening leave balances
Enter the leave a staff member already had when you started with X, or add or remove days by hand, from the Leave tab of their profile.
Use this when you move to X in the middle of a leave year, or when a balance needs a correction.
Open the balances
- Go to Staff and open the person's profile.
- Select the Leave tab.
Leave balances shows each leave type with its Opening, Accrued, Used, Adjusted and Balance days, and the days still To be accrued this year.
Set the opening balance or adjust it
- Under Opening balance or adjustment, choose the Leave type.
- In Change, choose Set the opening balance or Add or remove days.
- Enter the Days, for example 2, 1.5 or -1. Half days are allowed.
- Enter a Reason. It is required and kept with the change.
- Select Save changes.
You need the Set up leave policies permission.
Good to know
- Set opening balances right after you add someone, before they apply for leave.
- Each change is recorded with its reason, so the balance can always be explained.
- The same tab lists the person's leave taken and requested.
Related articles
How leave is credited and carried forward
Monthly and all-at-once credit, joiners in the middle of a leave year, carry forward caps, negative balances and how balances add up.
Add a staff member
Choose the staff type, fill in the profile, employment, statutory and bank details, and save a new staff member in X.
See the leave calendar and balances
See upcoming and past leave for your team, the leave calendar for a month, and each staff member's balances on their profile.
Still need help?
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