Use the Leave tab to see one employee's leave in one place: how many days they have left of each leave type, every leave request, adjustment and transfer, and which leave policies give them their days. From here you can add or deduct days, move days between leave types, file or change leave for them, and cancel it.

Where: the employee's profile › Leave

You need:

The Request and Transfer leave balance right to adjust or transfer another employee's balance
Attendance Administrator or Attendance Manager to file or change leave for someone else
Rights to see the employee's employment details for the Leave Policy card

Employees see the same tab for themselves under My leave. See Requesting and amending leave.

How to add or deduct leave days

Use this for a correction, a goodwill grant, or days owed from your old system.

On Leave Balance, select Request balance adjustment.
Under Add or Deduct balance, choose Add Balance or Deduct Balance.
Under Leave Type, choose the leave type. Each option shows its current balance in brackets.
Enter the Number of Days.
Write a Comment saying why.
Select Submit.

How to move days from one leave type to another

On Leave Balance, select Transfer Balance.
Choose Transfer From and Transfer To. They must be different.
Enter the Number of Days and a Comment.
Select Submit.

Moving days into a leave type with Encashment on pays them out on the next payroll. See Leave conversion and encashment.

How to file leave for an employee

On Leave Calendar, select Request Leave, or select a date on the calendar.
Fill in the leave request form and select Submit.

The form is explained in Requesting and amending leave.

How to change or cancel a record

On Leave record, find the row. Widen the dates or use Filters if it is not there.
Select the pencil icon to change it, or the palm-tree icon with a line through it to cancel it.
For a cancellation, select Confirm under Permanently cancel? It cannot be undone.

To change an adjustment or transfer, KAMI asks Would you like to cancel this request and replace it with another one? Select Yes, correct the figures and submit. The new one is created and the old one removed.

What Happens Next

Adjustments and transfers you make for someone else are approved at once. When employees request their own, it goes to their approvers and shows under Pending transfers.
Employees can only request their own adjustments or transfers when Allow Adjustment Requests or Allow Transfer Requests is on in their attendance settings.
A transfer cannot leave less than the source leave type's Minimum transfer balance, or go over its Maximum yearly transfer.
Balances change straight away. Paid leave and encashment carry into the next payroll.

The Leave Calendar card

Three months at a time, from the month you choose. Use the arrows (Move one month back, Move one month forward) or select the month to jump.

Leave already on the calendar shows in its leave type's colour. Pending requests show (P).
Holidays are shaded. Hover for the holiday type and name. A branch holiday only shows if it is the employee's branch, or they have a shift at that branch that day.
Select a day to open the leave request form for that date. Select a leave to open it for changing.

The Leave Balance card

One row per leave type the employee has, or has used.

Column	What it shows
Carry over	Days brought in from the previous leave year.
Awarded	Days awarded so far this leave year. - means the leave type keeps no balance.
Adjustment	Days added or removed by approved adjustments and transfers.
Pending	Days in requests awaiting approval. They are already out of the balance.
Taken	Approved leave.
Balance	Days left to use now.

A ~ before a balance means it was rounded by the leave type's Balance rounding. Hover for Rounded UP from or Rounded DOWN from and the exact figure.

Beside each leave type:

The Details icon opens its month-by-month accrual history. See Leave accrual history and locking balances.
The shield icon, when present, shows the leave type's description.

If the leave type named Annual Leave has carried-over days due to expire, a note says how many and on what date.

The Leave record card

Every leave request, approved leave, adjustment and transfer between two dates. It opens on three months before today to three months after. Change Start Date and End Date to see more.

The chips beside the title count Pending leave requests and Pending transfers in those dates.

Column	What it shows
Leave type	The leave type. For a transfer, the one the days came from.
Type	Leave (approved), Leave Requests (pending, declined or cancelled), Adjustment or Transfer.
Date	The leave dates, or the date of the adjustment or transfer.
Days	Days requested, or days added. A deduction shows as a negative number.
Description	The description, or the comment.
Status	Pending, Approved, Declined or Cancelled.

A red icon on the status means Has a pending approval edit or Waiting for approval to cancel. Select a row to see its details and approval history.

Filters:

Filter	Options
Is Cancelled	Not Cancelled (default) or Cancelled
Type	Transfers / Adjustments or Leave Requests
Activity	One leave type
Status	Pending Approval, Approved, Declined, Cancelled

Clear resets Type, Activity and Status, but not Is Cancelled. Cancelled adjustments and transfers never show. With nothing to show, the card says No records found matching your criteria.

Who can do what on a row:

Change: the employee, an Attendance Manager or an Attendance Administrator, unless the record was declined.
Cancel pending requests: whoever is allowed to cancel it, usually the employee or their manager.
Remove a declined request: the employee, or whoever filed it.
Cancel approved leave or a completed adjustment: Attendance Administrators only. Employees use Request cancellation instead.

The Leave Policy card

Field	What it shows
Length of employment	Years, months and days from the hire date to today, or to the termination date.
Hire Date	From the Employment tab.
Leave Policy Start Date	The date their months of service are counted from for leave policies.
Policies	Every leave policy that gives them days. A Custom Leave Policy shows as Personal Policy. After three, select + N others for the full list.

Attendance Administrators also see Lock Balances In, used when moving someone to a different policy. See Leave accrual history and locking balances.

Tips

Read the Policies list before adjusting. An unexpected balance is usually a second policy, or a Personal Policy, adding days.
Adjust with a comment every time. It is the only record of why.
Edit, don't add a second correction. Replacing an adjustment keeps one clear row.
For many people at once, use Bulk Actions on the Time Off Balances report. See Leave balances and accrual.

Troubleshooting / FAQ

Q: The Request balance adjustment button is missing. For someone else, you need the Request and Transfer leave balance right. On your own profile, Allow Adjustment Requests must be on in your attendance settings.

Q: A leave type is missing from the Leave Type list. Only leave types with a balance that a policy currently gives the employee are listed.

Q: It says "Activity does not apply to given employee." No leave policy gives them that leave type.

Q: An adjustment I cancelled is not on the record. Cancelled adjustments and transfers are hidden.

Q: I cannot find a leave from last year. Change Start Date on the Leave record card.

The Leave tab on an employee profile