Leave Balances

A table of every employee: entitlement, used, and remaining for each leave type.

Open to holders of leave-approval or HR settings permission.

Filtering the table

Control	What it does
Search box	Name or department
Department filter	Narrow to one unit
Template filter	See who uses a particular template

Changing one person's allocation

Click their row, then Edit leave allocation.

Field	What it holds	Note
Allocation per year	Number of days	Overrides the general policy and any template for this person
Note	The reason	Optional, but always fill it in

Always fill in the note

A good example: "bonus leave for 5 years' service".

A year from now, that note is the only thing explaining why this person's figure differs. Without it, the next HR person can only guess — and usually guesses by resetting it back to the general policy.

Applying a template

Click Apply leave template, then pick the template.

The template replaces that person's entitlement across all four types at once. Days already used do not change — only the entitlement.

A template overwrites a manual allocation

If someone already has a manual allocation, applying a template removes it.

Read their allocation note first — there may be a reason the figure was deliberately different.