> For the complete documentation index, see [llms.txt](https://docs.coreway.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.coreway.com/coreway-hr/leave-management/employee-leave-balance.md). # Employee Leave Balance ## 1. Check Employee Leave Balance ### 1.1 View Employee Leave Balance (Summary) * Operation steps: \ \[Leave] > \[Leave Balance] > \[Employee Leave Balance] ### 1.2 View Employee Leave Balance (Details) * Operation steps: \ \[Leave] > \[Leave Balance] > \[Employee Leave Balance (Details)] * In addition to administrators being able to view vacation balances in the system, employees can also view vacation balances on their own in the APP, reducing HR workload.

### **1.3 Self-Service Platform and APP Can View Leave Balance Change History** * Operation Steps:\ **Self-Service Platform**: \[Self-Service Platform] > \[Leave Calendar] > \[My Leave] > \[Balance Change History]\ **APP:** \[Leave] > \[Leave Calendar] > \[Balance] > \[Balance Change History]

## 2. Modify Leave Balance * Modify single leave balance can just click on the leave that want to change directly. Modify leave balance in batches will need to download template to amend and upload. ### 2.1 Single Grant /Deduction of Balance * Operation steps: \ ① \[Leave] > \[Leave Balance] > \[Employee Leave Balance] > Click on the employee’s Leave balance number \ ② Enter \[Holiday Usage Record] > \[Modify Holiday Balance] \ ③ In the Leave editing window, increase/decrease the holiday balance, set the issuance period, effective date and enter remarks, and click "Submit"

### 2.2 Batch Issuance/Deduction of Leave Balance * Operation steps: \ ① \[Leave] > \[Leave Balance] > \[Employee Leave Balance] > \[Edit Balance in Excel in Batch] \ ② On the Leave Balance Template page, select the Leave that needs to be imported, and click "Download Template" to download the Leave balance template. \ ③ According to the requirements of the template, modify the balance of applicable holidays and save in Excel \ ④ Return to the Leave Balance Template page, click "Choose Template", select the file, and click "Upload". After the upload is successful, the balance in Excel will overwrite the balance in the system.

## 3. Export Leave Report * Export Leave Balance Report - Operation steps: \ \[Leave] > \[Leave Balance] > \[Employee Leave Balance] > \[Export Leave Balance Report] * Export Annual Leave Report - Operation steps: \ ① \[Leave] > \[Leave Balance] > \[Employee Leave Balance] > \[Export Annual Report] \ ② In the annual report pop-up window, select the leave range and year to be exported, and click "Export"

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