Hi
like all companies, our line managers need to be able to see exactly how many days their employees have left.
is this possible and if not could it be made possible?
This is key when employees need to take holidays before a set date so managers can monitor it.
Also when one of their employees leaves they can see how many days they have remaining
Not sure if I fully understand you, but as a manager, before approving any leave, they can already see the Balance in the application.
It’s more for line managers who need to see how much leave each staff member who reports to them has left. ( not when approving leave) . Such as when a staff member leaves the line manager needs to see the number of days they had left or if they have to take holidays before a set date how many they have left they need to take
what would help is if a line manager could see a list of all the staff who report to them and how many days they left and maybe how many days they have taken etc ( see Attached)
Sounds reasonable. So only Entitlement, Taken and Balance needed in the report? As I didn’t see leave type in your report, not sure if you have already filtered by leave type for this sample report…
Type of leave as well would also help
Its so line managers dont have ask someone else
They can just see for themselves whenever they need to check.
Question, I thought checking the leave balance when an employee departs is the job of HR instead of line managers?
In many companies it’s the job of both the line manager and the HR manager.
But in every company, the line manager needs to know how many days leave her staff have left.
May I know why?
because in almost every business ours included line managers needs to be able to see and record how much leave staff have left.
For example, coming up to the end of the holiday year managers need to know staff don’t have more than the allowed 5 days carry over left.
I have a use case. Line manager (HOD, supervisor, etc) is responsible for managing the leave/workforce. For eg. i have 5 workers, and at a given time i can send only 2 staff for leave. Imagine all 5 workers have annual leave balance of 30 days and it expires on 1 November. So before 1 November i need to send all the 5 staffs for 30 days of leave? That’s impossible?!! if i knew this info before, i can manage the leave plan and send them during the whole year without interrupting the daily operation.
Some staff are lazy, some delay the leaves deliberately, so that management will be forced to send them for leave as their leaves are expiring. This happens a lot during holiday seasons! First staff will check if he can take leave on normal route, if that fails, they will come and say leave is expiring!
@amjad @christopher.mason Does that mean a Year-to-date leave balance report will solve your problem?
I am not an HR expert, it’s difficult to give a short answer. But i guess for me it should be from eligible date to current date.
Noted with thanks.
