> ## 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 View Leave Balances

## Purpose

The purpose of this quick reference guide is to step through the process of viewing Leave Balances. The
intended audience for this document are Standard Users.

## Steps

A Payee’s Leave balance and summary of Leave movements can be seen after Pay Batch Finalisation via;

* the View Balances tool
* the Balance Movement tool
* the Payee Leave Rule

### **Navigate to the Payee Record**

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 View Leave Balances](https://mintcdn.com/2cloudnine-2edf05eb/AL0p-9qr6eoGApCm/images/generated/reference-guides/leave/qrg-view-leave-balances/1.png?fit=max\&auto=format\&n=AL0p-9qr6eoGApCm\&q=85\&s=f1cdd2af78cb3136a04973feee890c38)

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 View Leave Balances](https://mintcdn.com/2cloudnine-2edf05eb/AL0p-9qr6eoGApCm/images/generated/reference-guides/leave/qrg-view-leave-balances/qrg-view-leave-balances-pdf-0-4.png?fit=max\&auto=format\&n=AL0p-9qr6eoGApCm\&q=85\&s=c2722b3ed6655ff88b90de2c1b171506)

### **View Balances page - Date Range**

To view Leave Balances via the View Balances tool under the Payee Object:

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

![Screenshot from QRG View Leave Balances](https://mintcdn.com/2cloudnine-2edf05eb/AL0p-9qr6eoGApCm/images/generated/reference-guides/leave/qrg-view-leave-balances/3.png?fit=max\&auto=format\&n=AL0p-9qr6eoGApCm\&q=85\&s=db931b36653202ef3d1dc345a817566d)

3. Define the **Display balances from** Date. (See Figure 4)
4. Define the **Display balances to** Date. (this will be auto populated but can be amended if required)
5. Choose whether the balance units should be displayed as **Hours, Days** or **Both**.
6. Click on the **Refresh** button to display the balance.

![Screenshot from QRG View Leave Balances](https://mintcdn.com/2cloudnine-2edf05eb/AL0p-9qr6eoGApCm/images/generated/reference-guides/leave/qrg-view-leave-balances/qrg-view-leave-balances-pdf-1-4.png?fit=max\&auto=format\&n=AL0p-9qr6eoGApCm\&q=85\&s=6f31e9b6ba30e7691ffc48fdf73fcf3e)

### **View Balances page - As at Date**

To view Leave Balances via the View Balances tool under the Payee Object:

1. Within the Payee record, navigate to the **Leave** tab. (See Figure 5)
2. Click on the **View Balances** sub-tab.

![Screenshot from QRG View Leave Balances](https://mintcdn.com/2cloudnine-2edf05eb/AL0p-9qr6eoGApCm/images/generated/reference-guides/leave/qrg-view-leave-balances/5.png?fit=max\&auto=format\&n=AL0p-9qr6eoGApCm\&q=85\&s=8a740504630d4368941cdee5a3186185)

3. On the View Balances page, click on the dropdown arrow and select **As at date**. (See Figure 6)

![Screenshot from QRG View Leave Balances](https://mintcdn.com/2cloudnine-2edf05eb/AL0p-9qr6eoGApCm/images/generated/reference-guides/leave/qrg-view-leave-balances/qrg-view-leave-balances-pdf-2-4.png?fit=max\&auto=format\&n=AL0p-9qr6eoGApCm\&q=85\&s=987ce7cef7632fb1afcc01510587a6e9)

4. Define the **Display balances as at** Date. (See Figure 7)

![Screenshot from QRG View Leave Balances](https://mintcdn.com/2cloudnine-2edf05eb/AL0p-9qr6eoGApCm/images/generated/reference-guides/leave/qrg-view-leave-balances/qrg-view-leave-balances-pdf-3-2.png?fit=max\&auto=format\&n=AL0p-9qr6eoGApCm\&q=85\&s=93b9a6da6dd6112da6ed254c229623f5)

### **Balance Movement page**

To view Leave Balances via the Balance Movement tool:

1. Go to the **Payee** object using the steps outlined on the first page.
2. Navigate to the **Leave** tab. (See Figure 8)
3. Click on the **Balance Movement** sub-tab.

![Screenshot from QRG View Leave Balances](https://mintcdn.com/2cloudnine-2edf05eb/AL0p-9qr6eoGApCm/images/generated/reference-guides/leave/qrg-view-leave-balances/8.png?fit=max\&auto=format\&n=AL0p-9qr6eoGApCm\&q=85\&s=fbb9b66d90f68c3271d156f851828198)

4. Click the **refresh** icon if you wish to update the displayed table. (See Figure 9)
5. Click **View Report** if you wish to open the related Salesforce Report.

![Screenshot from QRG View Leave Balances](https://mintcdn.com/2cloudnine-2edf05eb/AL0p-9qr6eoGApCm/images/generated/reference-guides/leave/qrg-view-leave-balances/qrg-view-leave-balances-pdf-4-4.png?fit=max\&auto=format\&n=AL0p-9qr6eoGApCm\&q=85\&s=c94044504f5865a9b4685571856862d3)

### **Payee Leave Rule**

To view a Payee’s current Leave Balance specific to a Payee Leave Rule:

1. Go to the **Payee** object using the steps outlined on the first page.
2. Select the **Leave** Tab, and then the **Rules** sub-tab. (See Figure 10)

![Screenshot from QRG View Leave Balances](https://mintcdn.com/2cloudnine-2edf05eb/AL0p-9qr6eoGApCm/images/generated/reference-guides/leave/qrg-view-leave-balances/10.png?fit=max\&auto=format\&n=AL0p-9qr6eoGApCm\&q=85\&s=ba30a538298fdbcf51cea2bd87e6ecc6)

3. Open the respective processed **Payee Leave Rule** record and view the Balance. The balance
   displayed here is the last Finalised Pay Batch amount. (See Figure 11)

![Screenshot from QRG View Leave Balances](https://mintcdn.com/2cloudnine-2edf05eb/AL0p-9qr6eoGApCm/images/generated/reference-guides/leave/qrg-view-leave-balances/qrg-view-leave-balances-pdf-5-4.png?fit=max\&auto=format\&n=AL0p-9qr6eoGApCm\&q=85\&s=2e3e5d1fad517bea14f62b6ff7c66f6f)

> [!WARNING]
>
> The Current Balance field is updated after a Pay Batch is Payment File Released with
> the current balance. This field is also editable, and any changes made here are not
> reflected in the actual Payee Leave Balance as reported elsewhere. Its purpose is for
> quick reference and to be able to report on it.

## Field Descriptions

No field descriptions are required for this QRG document.

## Further Information

| Document | Document Type | Description |
| - | - | - |
| Quick Reference Guide Index - Leave | Index | An index document that lists and provides links to all Quick Reference Guides relating to Leave |
| Leave Setup and Processing - Key Information | Information Quick Reference | Outlines useful information relevant to Leave within 2cloudnine Payroll. The document includes definitions, prerequisites, and other non-instructional information relating to Leave. This includes details on creation and management of Leave Rules, Payee Leave Rules, and Leave Templates, along with the taking of Leave Events, Accruals, etc. |