Skip to main content
A balance is the number of days or hours a person can still use in a given year from their policy’s pool.

​
Where you see the balance

  • Employees: on the Dashboard, in the My balance card — how much is available, Used and Pending. The balance before and after approval also shows in the new request summary.
  • HR and above: on the person page, in the Balance section.
  • Managers: balances of people in their team, read-only.

​
What changes a balance

A pending request doesn’t reduce the balance — it shows as Pending until someone approves it.

​
Manage a person’s balance

Who: HR, Administrator, Owner. Open the person on the People list, click Open full profile, go to the Absences area and, in the Balance section, click Manage balance. Set opening balance appears when no opening balance is set yet; Adjust and Carry over appear once it is.
Click Set opening balance. Choose the pool (absence type) and the leave year, enter the amount and a reason (for example “balance from the previous system”), then click Save.
Click Show history to see every balance entry with its date, source and reason.
The Balance section on a person page with the Adjust and Carry over buttons and the history: an initial balance of +26 days and three approved requests
If the person’s policy uses a Set individually allowance, set the allowance under Individual settings first. Only then can you configure the balance.

​
People without a balance

If the policy requires a balance and no opening balance has been set, the person can’t file a balance-deducting request. On the People list, use the Needs an opening balance filter to find these people.