Manage leave balance
On this page
This article is for Owners and admins who use Humanised
Overview
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View current leave balances and reset balances as needed.
Review the leave balance of employees:
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Go to the 4th section on your left-hand navigation panel, the settings section. Click on “Balance”.
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Click on “edit” if you want to reset the leave balance of an employee.
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Click on “export” button to download an excel file with all details. You can download a file with the leave details of all employees or separately for each one.
Set opening leave balance:
You can adjust the number of days your company grants for each leave type.
Step 1: Go to the company settings
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Go to the last section on your left-hand navigation panel, the settings section. Click on “company settings”.
Step 2: Reset leave balance
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Go to the “custom leave balance” section.
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Update number of days your organization grant for each leave type.
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If you want to automatically reset annual leave balances every year, enable the “Annual Leave Reset” toggle. Then, choose the specific date (format DD-MM) when the reset should occur (e.g., 01-01 for January 1st).
Step 3: Save changes
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Click “save” button on the right-hand bottom corner.
Manage employee’s leave balance:
In special cases, you can adjust the leave balance for a specific employee.
Step 1: Go to the leave section (Option 1)
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Go to the 4th section on your left-hand navigation panel, the settings section. Click on “leave requests”.
Step 2: Open “manage leave balance”
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Click on the settings icon on the right-hand corner of the home page.
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Click on “manage leave balance”.
Step 3: Reset the leave balance
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Choose the employee’s name.
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Select the leave type.
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Enter the number of hours you want to add to or deduct from the employee’s balance.
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Update the reason for the adjustment.
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Click “add leave” button to reset the leave balance.
Add new leave type:
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For adding custom leave types specific to your organization, please contact our Customer Support Team.
Integrate with payroll:
If you want, you can calculate No Pay and OT based on the leave information in the system.
Step 1: Go to the company settings
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Go to the last section on your left-hand navigation panel, the settings section. Click on “company settings”.
Step 2: Include leave calculations in payroll
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Go to the “Available Leave Balance” section
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If you want to calculate No Pay Leave or OT for payroll, enable “Include Leave Calculation in Payroll” toggle.
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Select “leave in system” method if you want to use data in the system.
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Select “bulk file upload” method if you want to import leave information to the system manually.
Step 3: Save changes
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Click “save” button on the right-hand bottom corner.
What’s next?:
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