How to Check Leave Balance/Entitlement

After generating leave entitlement for employees, you may check on "Method 1:Individual Leave" to ensure the amount of leave entitlement is generated correctly for every staff.

Method 1: Individual Leave (Recommended)

Method 2: Leave History

Method 3: Leave Summary

For the Individual Leave and Leave History video guide, you may refer to the below:

Method 1: Individual Leave (Recommended)
Step 1

On the left menu, click Leave, then select Individual Leave. Search for your staff’s name on the left and click on it. Their Leave Balance will appear on the right.

Note:

The first section you will be able to see is your staff’s leave balance, and your staff’s entitled leaves are displayed in a card format as shown below.

Leave Balance

• Available = Entitled + Brought Forward – Brought Forward Expired – Taken – Pending ± Adjustment 
• Taken: The approved leaves that have already been deducted in the past
• Entitlement to Date: This entitlement to date depends on your earning method (Refer: Leave Earning Method)
• Brought Forward: The addition of leave balance brought forward from the previous year
• Expired Brought Forward: Brought Forward leave days expired
• Unplanned: This is unplanned leave that did not meet the short notice set in leave type setting; this is included in Taken Leave. (Refer: Worksy Unplanned Leave Behavior)
  
• Adjustment: The addition or deduction of leave amount on top of the original entitlement
• Pairing Adjustment: The leave amount that is deducted from a paired leave
• Overutilized: This refers to leave taken that exceeds the employee’s available balance. (Refer: Carry Forward Negative Leave)
• YTD Entitled: Total entitlement of the year.
• Pending Request: The total number of leave days your staff is currently requesting.

In Worksy, leave taken/deduction priority follows this order: 

1. ⁠BF with expired date
2. BF no expired
3. earn/adjustment with expired date
4. earn/adjustment no expired date

Step 2

Leave History – You will be able to find the number of days taken for each type of leave by your staff. You may click on any of these records, and it will show you the Leave Details below.

Leave History Details – In this section, you will be able to see more details about the taken leaves (duration, reason, remarks, etc.)

Scroll further down, you will see Adjustment History.

Method 2: Leave History

Step 1

On the left menu, go to Leave. Then, click Leave History. 

Step 2

Start by searching for your staff name. Once clicked, you will be able to see the individual leave page as shown below.

By clicking on the 'Explanation' button on your leave history page, you'll be able to see how the system has calculated your leave entitlements, leave balance, leave brought forward, and more.

Footnote: The keywords of both individual leave and leave history pages are the same. Individual Leave is used to refer to the current year's leave entitlement while the Leave History page can check the current and all the previous year's leave entitlements.

Method 3: Leave Summary

This Summary screen provides HR with a quick overview of the staff’s total leave entitlements.

To make changes, click the Edit button at the top right to update the Adjustment amount.

We hope this explanation clarifies the matter. If you need any more help, please don't hesitate to contact our support team.