> ## Documentation Index
> Fetch the complete documentation index at: https://docs.2cloudnine.com/llms.txt
> Use this file to discover all available pages before exploring further.

# QRG Payee Leave Forecast

## Purpose

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.

## Steps

### **Leave Forecast**

To forecast a Payee’s Leave Balance, follow the steps below:

1. Go to the **Payee** record.
   1. To identify a Payee record from an Employee record, enter the Employee name into the **Global Search**. (See Figure 1)

![Screenshot from QRG Payee Leave Forecast](https://mintcdn.com/2cloudnine-2edf05eb/AL0p-9qr6eoGApCm/images/generated/reference-guides/leave/qrg-payee-leave-forecast/qrg-payee-leave-forecast-pdf-0-1.png?fit=max\&auto=format\&n=AL0p-9qr6eoGApCm\&q=85\&s=a051e096f3f5de0ab57d9a1b6aa82ab0)

2. Select the **Employee** record from the suggestions provided. (See Figure 2)
3. Open the **Related** tab.
4. Identify the **Payee** record(s).
5. Select the **Payee** record.

![Screenshot from QRG Payee Leave Forecast](https://mintcdn.com/2cloudnine-2edf05eb/AL0p-9qr6eoGApCm/images/generated/reference-guides/leave/qrg-payee-leave-forecast/qrg-payee-leave-forecast-pdf-0-4.png?fit=max\&auto=format\&n=AL0p-9qr6eoGApCm\&q=85\&s=141a4fda62b094e2181642ead6157eac)

2. Within the Payee record, navigate to the **Leave** tab. (See Figure 3)
3. Click on the **Forecast** sub-tab.

![Screenshot from QRG Payee Leave Forecast](https://mintcdn.com/2cloudnine-2edf05eb/AL0p-9qr6eoGApCm/images/generated/reference-guides/leave/qrg-payee-leave-forecast/qrg-payee-leave-forecast-pdf-1-1.png?fit=max\&auto=format\&n=AL0p-9qr6eoGApCm\&q=85\&s=d23113b49ba133007c9a26136e31be56)

4. 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)
   1. Define the **Forecast To**
   2. Click **Calculate** to calculate the forecast hours
   3. Click **Save** to save the forecasted leave (if required).
   4. To forecast leave for a different date, click **Clear**.

![Screenshot from QRG Payee Leave Forecast](https://mintcdn.com/2cloudnine-2edf05eb/AL0p-9qr6eoGApCm/images/generated/reference-guides/leave/qrg-payee-leave-forecast/qrg-payee-leave-forecast-pdf-1-4.png?fit=max\&auto=format\&n=AL0p-9qr6eoGApCm\&q=85\&s=53711a26b2950d3deff26515aa5b55a5)

> [!WARNING]
>
> Calculations based on Actual Hours will only work if the Payee has a default Assignment
> Rate Record, with the Hours per Period field populated.

5. 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)
   1. Define the **Forecast To**
   2. Define the number of Pay Calendar Periods to use as the average hours
   3. Click **Calculate** to calculate the forecast hours
   4. Click **Save** to save the forecasted leave (if required).
   5. To forecast leave for a different date, click **Clear**.

![Screenshot from QRG Payee Leave Forecast](https://mintcdn.com/2cloudnine-2edf05eb/AL0p-9qr6eoGApCm/images/generated/reference-guides/leave/qrg-payee-leave-forecast/qrg-payee-leave-forecast-pdf-2-2.png?fit=max\&auto=format\&n=AL0p-9qr6eoGApCm\&q=85\&s=941fb75d2a6fb7006903044f0a955828)

> [!WARNING]
>
> 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.

> [!WARNING]
>
> Forecast To date must always be greater than the current date.

## Field Descriptions

No field descriptions are required for this QRG document.

## Further Information

| Document | Document Type | Description |
| - | - | - |
| Quick Reference Guide Index - xLeave | Index | 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 |