Balances for leaves for the user (employee) can be viewed using the Leave Balances option.
How to view leave balances:
Select the profile icon in the upper right corner of the screen (the circle with the user’s initials) and then Leave Balances.
The leaves for the user (employee) display on the screen for the year(s) specified in the Web Link Setup Options.
Note: Only the leaves stipulated to display within Web Link (as defined on the Web Link Leave Options screen in the Leave File in Payroll, and not set to be hidden for the employee on the Leaves screen in the Employee File) appear.
The balances for the user (employee) display for each leave:
Beginning Balance - the balance for the leave at the beginning of the year.
Posted Earned - the total earned for the leave from posted entries (including those in posted batches of Employee Absences, Pay Period Entries, and Time Cards, and from the Adjust Leave Balances option).
Posted Taken - the total taken for the leave from posted entries (including those in posted batches of Employee Absences, Pay Period Entries, and Time Cards, and from the Adjust Leave Balances option).
Posted Balance - reflects the Beginning Balance amount, plus the Posted Earned amount, less the Posted Taken amount.
Unposted or Approved - the total of the absence entries for the leave in unposted batches of Employee Absences, Pay Period Entries, and Time Cards, and approved leave request entries not yet brought into a batch.
Pending Approval - the total of the leave request entries for the leave that have been submitted but not yet approved.
Unsubmitted - the total of the leave request entries for the leave that have not yet been submitted (and leave requests that have been rejected or recalled and not yet cancelled or deleted).
Total Balance - reflects the Posted Balance, less the Unposted or Approved amount, less the Pending Approval amount, less the Unsubmitted amount.
Note: The totals (columns) for Unposted or Approved, Pending Approval, Unsubmitted, and Total Balance only appear if the Display Unposted Leave Balances field is selected within the Web Link Setup Options.
To view the detail information for a leave (and for a specific year if multiple years are selected to display), click the caret to expand the record for the appropriate leave, or double-click on the leave.
Tip: All the leave entries display for the expanded record, including the absence entries in Employee Absences, Pay Period Entries, or Time Cards, entries posted from the Adjust Leave Balances option, and entries for leave requests (if applicable).
Note: If the Display Unposted Leave Balances field is selected within the Web Link Setup Options, the unposted entries also display in addition to the posted entries (posted entries are those included in an updated Payroll calculation batch).