Incorrect Leave Balance

If an employee’s leave balance appears incorrect or does not reflect recent changes, you can manually sync and recalculate the leave data. This ensures the system uses the most up-to-date information stored in the database.

Follow the steps below to update leave balances.

1. Log in as an Admin
   
   Make sure you are logged in using an account with Admin permissions. Only Admin users can access leave entitlement recalculation options.
   
   


2. Navigate to the Leave module
   
   From the main menu, open the Leave module where employee leave records and entitlements are managed.
   
   


3. Open Entitlement Summary
   
   Click the three-dot (⋮) menu in the Leave module and select Entitlement Summary.
   
   This page displays the leave entitlements and current balances for all employees.
   
   


4. Recalculate leave entitlements

You can choose one of the following options depending on your needs:

To update leave balances for all employees:

• Click Recalculate Leave Entitlement

• This will recalculate leave balances for every employee based on the latest entitlement rules and data in the system

• Use this option after making global changes, such as policy updates or bulk imports
  
  

To update leave balance for a specific employee:

• Click the Refresh button next to the employee’s name
  
  
• This will recalculate the leave balance for that individual employee only
  
  
• Use this option when the issue affects a single employee
  
  

       5. Review updated balances

       Once the recalculation is complete, review the updated leave balances to ensure             the information is accurate.