Balance Summary
Leave balances for every employee.
Overview
The balance summary lists each employee with their balance by leave type. Refresh the preview and download it to Excel.
When to use balance summary
- Before the year ends.
Step by step
In the Hr module open Leave Mgmt in the green navigation bar, then choose Balance Summary under Reports.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Screenshot for this step has not been captured yet — run npm run docs:flow.
What you see on the screen
- Columns: EMPLOYEE, EMPLOYEE NAME, DEPARTMENT.
- Actions on the screen: Leave, Download Excel, Refresh Preview.
Permissions
These permission keys control access (granted to roles in Administration → Roles & Permissions):
- hr.leave.approve
- hr.leave.create
- hr.leave.delete
- hr.leave.read
- hr.leave.update