How Your Balance Changes
Every point at which a figure moves, from applying through approval to a cancellation.
A balance moves at four moments and no others. Knowing which one you are at explains almost every figure that looks wrong.
- You applyDays move into Pending
- Manager decidesApproved: Pending becomes Used
- Or declinesPending returns to Remaining
- Or you cancelPending returns to Remaining
| When | Used | Pending | Remaining |
|---|---|---|---|
| You submit a request | No change | Goes up by the days requested | Goes down by the same days |
| The request is approved | Goes up | Goes down | No further change |
| The request is rejected | No change | Goes down | Goes back up |
| You cancel before a decision | No change | Goes down | Goes back up |
Seen from the leave form
The Apply Leave screen shows the same balances in a rail beside the form, so you can see what a request will cost before you submit it.
Accrual and what crosses into next year
Entitlement is granted by the leave policy behind each type, and policies differ in how they hand it out. Some grant the year's allowance at once, some accrue it monthly. Some let a capped number of unused days carry into the next year, and some let none.