Balances

Leave balances are one of the most important features of the system. Understanding how they are calculated is essential for accurate reporting and employee queries.

Note

Only leave recorded on or after the opening balance date is included in the calculation. Any leave prior to that date is not counted.

A leave balance is the sum of the following components:

  • Opening balance — The starting balance on a specific date.

  • Accruals — All leave that has accrued since the opening balance date.

  • Adjustments — Any ad-hoc manual adjustments made by an administrator.

  • Leave taken — Approved leave that has been deducted from the balance.

The formula is:

Balance = Opening Balance + Accruals ± Adjustments − Leave Taken
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