View and adjust Employee Leave Balances
This article explains how to view employee leave balances, review audit history, download balance reports, and manually adjust leave balances in Zenoti.
Overview
Managers and administrators can use the Team's Leave Balance tab to monitor employee leave balances, review how balances were updated over time, and make manual corrections when needed.
Watch video: Adjust Employee Leave Balances
Prerequisites
Before you begin, ensure the following:
Leave Management is enabled for your organization.
You are assigned a role with View PTO Balance – View All and Edit PTO Balance – Edit All (or Edit Self) permissions.
Note
This feature is currently in beta and can be enabled only by the Zenoti product team.
Access team's leave balance
Follow these steps to access the leave balance screen:
Click Employees from the left side main menu.
Go to Leave Management > Team's Leave Balance.
Select a leave policy from the filter.
(Optional) Filter further by role.
Employees mapped to the selected leave policy are listed with their leave balance details. From this screen, you can view balances, review audit history, download reports, and adjust balances.
View audit history: Click the clock icon next to an employee's balance to review the history of all balance changes. The audit history displays the date and time of each update and the type of adjustment - Manual (admin-initiated) or System (accrual-based). Use the filters to sort the data as needed.
Download audit history: From the audit history view, click the download icon to export a CSV report.
Adjust a leave balance: Hover on the balance amount and click the amount or the pencil icon. Enter the updated balance and press Enter to confirm. This option is available only if your role has the Edit PTO Balance permission.
Note
Manual adjustments are recorded in the audit history with the adjustment type marked as Manual.
Term | Description |
Team's Leave Balance | The tab in Leave Management where managers view and manage employee leave balances. |
Audit History | A chronological record of all changes to an employee's leave balance, including manual and system updates. |
Manual Adjustment | A balance change made directly by an administrator. |
System Update | An automatic balance change triggered by accrual rules defined in the leave policy. |