Skip to the article

Introduction - Leave Balance

Everybody's entitlement in one grid, a column per leave type and a row per person.

A tour of Leave Balance: a grid of everyone's entitlement, and where the totals in it come from.

Leave Balance is the administrator's view of what the whole depot has left. It turns the per-type list an employee sees into a grid: one row per person, one column per leave type, and a total at the end.

The Leave Balance screen, headed Leave Balance above the line Monitor leave balances for all employees, with a Central Warehouse location picker at the top right. The table lists thirteen employees with their departments down the left, against columns headed AL, SL, PAR, CMP, TOIL, JUR, UNP and Total Used. Each cell holds a pair of figures such as 21/25 or 10/10, and the Total Used column shows a green number.
Thirteen people against seven leave types. Every cell is remaining over total.

It is a different shape from the Self Service version

The employee's own screen lists leave types down the page with four figures each. This one puts people down the page and types across it, because the question an administrator asks is about coverage rather than about one entitlement.

Leave Balance

the administrator's grid

  • YesEveryone at the depot, one row each.
  • YesLeave types as columns, by their codes.
  • YesRemaining over total in every cell.
  • NoNo Pending column; use Leaves for what is outstanding.

My Leave Balance

the employee's list

  • YesOne person, their own.
  • YesLeave types as rows, named in full.
  • YesUsed, Remaining, Total and Pending as four columns.
  • NoNobody else's figures.

The column codes

The grid uses the short code from each leave policy rather than its full name, because seven full names would not fit across a page.

CodeLeave type
ALAnnual Leave
SLSick Leave
PARParental Leave
CMPCompassionate Leave
TOILTime Off in Lieu
JURJury Service
UNPUnpaid Leave

Was this document helpful?