How-to
Leave balance overview
On this page
The Leave Balance section in HRStop gives you a comprehensive view of leave balances for all employees. This feature ensures that leave entitlements, credits, and availed leaves are transparently recorded and easily accessible.
How to access leave balance
- Navigate to: Control Panel → Leaves → Balance.
- You’ll land on the Leave Balance page showing a list of employees along with leave data per category.
What you can view
- Leave Balance Till Date: The total leave balance available for each employee.
- Leave Categories: Separate counts under different leave types (e.g., Casual Leave, Sick Leave).
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Filters Available:
- Active/Inactive employees
- Department
- Designation
- Gender
- Duration (via the Till Date field)
Viewing an individual employee's leave history
- Click the Employee Code to view detailed leave transactions.
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The detailed view includes:
- Entitlement: Leaves allocated to the employee for the year.
- Credited: Leaves credited to the employee's balance so far.
- Availed: Number of leaves the employee has already taken.
- Transaction Type: Whether the entry was a credit, debit, or adjustment.
Previous year leave data
- Use the "Previous" arrow at the bottom of the page to switch and view historical leave records for the selected employee.
Summary
| Feature | Description |
|---|---|
| Leave Balance Summary | View per employee and per leave category |
| Filter Options | Filter by status, department, role, gender, and duration |
| Employee-Wise Details | Click employee code to see detailed leave transactions |
| Leave Types Data | Entitled, Credited, and Availed leave breakdowns |
| Historical Data | Access past year leave details using the “Previous” option |
HRStop lets you manage leave credit history. This page lists employees against each leave category, with details.
- Admin can import/export leave balance in the system
- Admin can reset leave balance in the system
- Admin can encash leave balance in the system
- Admin can run leave credit process in the system
- Admin can run year end process in the system
- Admin can manually adjust leave balance in the system
All changes are made instantly.
Frequently asked questions
I uploaded wrong leave balances for some employees by mistake. How can I edit the leave balance of a particular employee?
Yes, you can change that. Use the ‘Manually Adjust’ option to edit the leave balances of a particular employee (for each leave type assigned to them).
Can I view an employee's leave transactions for previous years?
Yes, you can view an employee’s leave transactions for previous years.
To do so, follow these steps:
- Navigate to Control Panel → Leaves → Balance.
- Click the Employee Code of the employee whose leave history you want to review.
- The Leave Balance page for that employee opens, showing leave details categorized by type (e.g., Casual Leave, Sick Leave).
- Scroll to the bottom of the page, and click the “Previous” arrow option.
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This loads the leave transactions from the previous year, including details such as:
- Leaves credited
- Leaves availed
- Type of transactions (credit/debit)
You can keep switching between years using the same Previous navigation option.