Introduction
Administrators can view leave balances for all active employees across all leave types in a single screen within Salaris.
Navigation
Navigate to Employees > Leave balances.
This screen will be empty if there are no leave policies created for the Company. To create a leave policy, refer to this article.
This screen displays all Active employees, and their current leave balances.
Leave balances are current as per the last payroll and do not consider any pending time off requests.
Editing a leave balance
A leave balance can be manually adjusted. Simply click on the leave balance to view the 'edit' screen.
Enter the new balance and a reason for the adjustment. Then click Save.
A confirmation message will appear. To proceed with the changes, click Confirm.
An employee's leave balance can be edited even if they are not currently associated to a leave policy.
Download balances
Click the Download balances button to download a CSV file of employee leave balances. The CSV file contains the data displayed on the screen:
Employee ID (unique identifier for the employee)
Employee first and last name
The leave balance, in hours, for all leave types