The ‘leave balance’ dashboard can be used to provide an overview of the days of absence remaining for the various absence types. This could be useful to check that enough leave is being taken throughout the year so that not all holidays have to be used up at the end of the year.

For more information on how reporting dashboards work in general, go to: General functioning of dashboards

All absence types with balance management are displayed here. Find more information on the absence types here: Settings: absence types

For each type of absence, a balance can be assigned to an employee. A balance has a validity period. In the example below, the employee has a starting balance of 160 hours holiday, of which 18 hours have already been taken. This balance is valid from 01/01/2023 until 31/12/2023.

The dashboard displays the balances which are valid in the period you have selected.

Imagine that the following balances are defined for all employees:
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If you request the balances for the period 01/01/2023 until 31/01/2023 on the dashboard, all the balances from the latter two rows are displayed, i.e., both the regular holiday balance from 2023 and the days carried forward from the previous year.

If you request the balances for the period 01/07/2023 until 31/07/2023, only the holiday balance from 2023 will be displayed and not the days carried from the previous year because these are not valid for the requested period.

As well as filtering for the period and department, you can also filter for absence type on this dashboard.

This graphic shows the total number of remaining hours for all employees per type of absence, as well as the total number of hours initially defined (the total of all starting balances).

This graphic shows the remaining number of hours and total of all initial balances for all employees, per workspace. You can use the filters on the left-hand side to exclude certain absence types from the total, for example.
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