How to Check Leave Entitlement

Modified on Wed, 19 Nov at 3:50 PM

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

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.

Step 2

Scroll down further from the Leave Balance Display, and you will find the Leave History Section at the bottom to see taken leave details.

Scroll further down, you will see Adjustment History.

Important: For a replacement leave application, you cannot apply for leave further than your expiry date. Refer to Replacement Leave Expiry and Bring Forward

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