Attendance >Do More >Time Off Balances

Get to know more of your employees latest leave balances or even historical data in Time Off Balances report!

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TIME OFF BALANCES

Learn how you can fully utilize the Time Off Balances.

1. Choose a date - specify the date when you want to get the summary of leave balances.

For example, you want to get the balances as of 31 December 2023.

2. Filters - use this to filter certain Profile, Department, Branch, Position, Activity, Group or Subsidiary.

3. Sorting - you can sort out Names, Years of Service, Activity, Carry Over, Awarded, Pending, Taken and Balance from ascending to descending order or vice versa.

4. Bulk Actions - get to do Adjustment, Transfer or Clearing of balances in bulk!

You must tick the checkbox first beside the employees name, or you can also Select All. You will immediately see that the Bulk Actions button will be clickable.

You will get summary of balances selected then you may proceed with what action must be done. Do not forget to add a comment for reference of any edit or changes on leave balances. Once done, just click "Submit".

5. Export - get the summary of leave balances in excel report.