Viewing the employee’s leave summary

View Leave Summary - A summary of the activity

Page Objective

Glossary

How to use the web page

Using online help

See page overview.

The “View Leave Summary” page appears.

The system displays the following.

Date Format

The date format applicable to the login user.

Tell me more.

Employee

The employee code and name of the employee selected in the previous page.

The system displays the following in the multiline.

Leave Type

Each leave type applicable to the employee.

In other words, each leave type to which the employee was mapped through the Leave Definition component.

For example, the selected leave type can be privilege leave, casual leave or sick leave

Units

 The leave units in days or hours.

Period From

The start date of the leave calendar for which the summary is being displayed, for the leave type. In case the employee joins the organization in the middle of the leave calendar, the "Period From" date will be the joining date of the employee.

Period To

The end date of the leave calendar for which the summary is being displayed, for the leave type.

Balance Units

The total number of leave units to which the employee is entitled, which he has not yet availed, during the leave calendar period.

Balance Units = Entitlement Units + Carry Over Units  - Authorized Taken Units ( + or - )  Adjustments

Entitlement Units

The total number of leave units to which the employee is entitled, for the selected leave calendar

The total number of leave entitlement units of an employee vary from organization to organization, depending on the employee’s level, grade, etc. 

Adjusted Entitled Units

The total number of entitled leave units of an employee that has been adjusted.

Carry Over Units

The number of leave balance of the employee that can be carried over to the next time period.  

Adjusted Carry Over Units

The total number of carry over leave balance units that has been adjusted.

Taken Units

The total number of leave units that have been availed by an employee.

Adjusted Taken Units

The number of leave units adjusted for “availment” leave function. Example: An employee has availed 10 days leave. Later the number of days of leave has been changed to 6 days.  In this case, the adjusted availed units will be 6 days.

Encashment Units

The total number of leave balance units that have not been availed, but encashed by the employee.  

Adjusted Encashed Units

The total balance encashed leave units that can be adjusted.

Forfeited Units

The number of leave units that are lost by an employee due to organization’s, business policy.

Example: In the year 2001, the employee’s

  • Entitled leave units for 2001 is 14 days.

  • Leave units carried over from 2000 was 10 days.

The employee has availed 10 days in 2001, and therefore has 14 days balance. However, the organization’s business policy states that only 10 days can be carried over.  Therefore he is loosing the balance 4 days which is the employee’s forfeited leave units

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6      Hyperlinked topics below

Page Objective

Use this page to view the summary of leave for the employee who has applied for leave.

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Page overview

Through the “View Leave Summary” page, you can view the comprehensive history of every leave type to which the employee is entitled. It starts with specifying the leave type and the unit in which the leave type is maintained, and goes on to provide the following

Note: Although the employee is entitled to a specified number of leave units at the beginning of the year, he progressively earns them at the completion of every few weeks.

This page also provides the total balance of leave units that the employee can currently avail, after all these factors are taken into account

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