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Manage leave balance

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This article is for Owners and admins who use Humanised

Overview

  • View current leave balances and reset balances as needed.

Review the leave balance of employees:

  • Go to the 4th section on your left-hand navigation panel, the settings section. Click on “Balance”.
  • Click on “edit” if you want to reset the leave balance of an employee.
  • 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.
Figure 1 - Balance section

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

  • Go to the last section on your left-hand navigation panel, the settings section. Click on “company settings”.

Step 2: Reset leave balance

  • Go to the “custom leave balance” section.
  • Update number of days your organization grant for each leave type.
  • 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

  • Click “save” button on the right-hand bottom corner.
Figure 2 - Company settings

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)

  • Go to the 4th section on your left-hand navigation panel, the settings section. Click on “leave requests”.

Step 2: Open “manage leave balance”

  • Click on the settings icon on the right-hand corner of the home page.
  • Click on “manage leave balance”.
Figure 3 - Option 1

Step 3: Reset the leave balance

  • Choose the employee’s name.
  • Select the leave type.
  • Enter the number of hours you want to add to or deduct from the employee's balance.
  • Update the reason for the adjustment.
  • Click “add leave” button to reset the leave balance.

Add new leave type:

  • 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

  • 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

  • Go to the “Available Leave Balance” section
  • If you want to calculate No Pay Leave or OT for payroll, enable “Include Leave Calculation in Payroll” toggle.
  • Select “leave in system” method if you want to use data in the system.
  • Select “bulk file upload” method if you want to import leave information to the system manually.

Step 3: Save changes

  • Click “save” button on the right-hand bottom corner.

What's next?:

Choosing the right access level

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