The purpose of this quick reference guide is to step through the process of Payee Leave Forecast. The
intended audience for this document are Standard Users.
To forecast a Payee’s Leave Balance, follow the steps below:
Go to the Payee record.
To identify a Payee record from an Employee record, enter the Employee name into the Global Search. (See Figure 1)
Select the Employee record from the suggestions provided. (See Figure 2)
Open the Related tab.
Identify the Payee record(s).
Select the Payee record.
Within the Payee record, navigate to the Leave tab. (See Figure 3)
Click on the Forecast sub-tab.
To forecast the estimated leave balance available at a specific date in the future using the Payee’s actual standard hours, click on Based on Actual Hours and populate the following required fields to provide the base details of the Leave Forecast: (See Figure 4)
Define the Forecast To
Click Calculate to calculate the forecast hours
Click Save to save the forecasted leave (if required).
To forecast leave for a different date, click Clear.
Calculations based on Actual Hours will only work if the Payee has a default Assignment
Rate Record, with the Hours per Period field populated.
To forecast the estimated leave balance available at a specific date in the future, based on a Payee’s average hours over a specified number of pay periods, click on Based on Average Hours and populate the following required fields to provide the base details of the Leave Forecast: (See Figure 5)
Define the Forecast To
Define the number of Pay Calendar Periods to use as the average hours
Click Calculate to calculate the forecast hours
Click Save to save the forecasted leave (if required).
To forecast leave for a different date, click Clear.
Calculations based on Average Hours will only work if the Payee has already got a
Finalised Pay Batch in 2cloudnine Payroll. If there are no finalised Pay Batches, the
Calculate process will fail.
Forecast To date must always be greater than the current date.
An index document that lists and provides links xto all Quick Reference Guides relating to Leave
Leave Setup and Processing - xKey Information
Information Quick xReference
Outlines useful information relevant to Leave xwithin 2cloudnine Payroll. The document xincludes definitions, prerequisites, and other xnon-instructional information relating to Leave. xThis includes details on creation and xmanagement of Leave Rules, Payee Leave xRules, and Leave Templates, along with the xtaking of Leave Events, Accruals, etc.
QRG Setup Payee Leave Rules
Task Instructions
How to create Payee Leave Rules
QRG Create Leave Takes - xPayroll Users
Task Instructions
How to create Payee Leave Events of Record xType Leave Take, as Payroll Users
Last modified on July 20, 2026
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