This help guide will explain how to enable and manage Workforce's 'projected leave balances' feature, which makes requesting and approving leave smoother and more user-friendly.

By enabling projected leave balances, employees and managers will be able to see their predicted balance for each leave type for a given date. That way, they can make more informed decisions when requesting and approving leave.

Projected leave balances make it easier to make informed decisions when requesting and approving leave.

For example, an employee may want to request leave over Christmas. However, it's only March, so they don't have a sufficient leave balance. By checking their projected balance, the employee can confidently request leave, knowing they will have enough leave accrued by Christmas.

Once configured, the projected balances will show on the time-off page, as well as in the mobile app.

Display Predicted Leave Accruals can be switched on under 'All Settings' > 'Leave Settings':

Next, you must stipulate an accrual rate for each leave type. To do so, navigate to Time & Attendance > Compliance > Leave Types > Manage. Then, click on the leave type you want to edit, scroll down to the 'Leave Rules' subheading, and enter a leave accrual rate.

For this feature to work correctly, ensure you have entered an accrual rate for each leave type.

Once this feature has been enabled:

To see your current leave balance in the Workforce Mobile App, navigate directly to the Leave tab, then select Balances. Here, you can view your current balances for each leave type.

To view your projected leave balance, create a new leave request, enter a future date, and select your leave type. You will then see a pop-up showing your projected leave balance for that date.

Create a new leave request to view your projected balance (Time & Attendance > Leave). After entering your leave dates and leave type, a pop-up with your projected leave balance for that date will appear.

We calculate leave projections based on the following factors:

Using the above, we determine how many hours the employee will work between now and when the leave request is taken, and then, we multiply that by the leave type's accrual rate, as set above.

If none of the above are set up, the employee will not see a projected leave balance.

Yes, approved future leave requests are factored into your projected leave balance. Specifically:

For managers - the balance displayed when approving leave will be the employees projected balance minus any future leave requests that have already been approved.

For employees - the balance displayed when applying for leave will be their projected balance minus any future approved and pending leave requests. This is to give employees an indication of their 'Available' balance.

For example, let's say an employee has 16 hours of leave approved and wants to submit another request for 10 hours of leave. On the date of their request, their total predicted leave balance would be 80 hours. However, as they already have 16 hours of approved leave, the employee would see a predicted leave balance of 64 hours (80 hours of total predicted leave minus 16 hours of already-approved leave).