Leave Balances in HRMS

Use the correct employee and company context. HRMS actions and fields are permission-controlled.

1. Open HRMS and select Leave Balances.
2. Search and filter before adding a record to avoid duplicates.
3. Use Add or Edit where available.
4. Complete the required fields and the applicable dates/amounts.
5. Save and reopen the record to verify it.

• Leave Type: Review this value for the selected employee/record before saving.
• Year: Review this value for the selected employee/record before saving.
• Opening: Review this value for the selected employee/record before saving.
• Earned: Review this value for the selected employee/record before saving.
• Used: Review this value for the selected employee/record before saving.
• Adjusted: Review this value for the selected employee/record before saving.
• Encashed: Review this value for the selected employee/record before saving.
• Balance: Review this value for the selected employee/record before saving.

Verify the saved employee, period and values. Stores available, used and carried-forward leave balances by employee and leave type.

For a missing employee or option, check its master record, active status and access. If a date or amount is rejected, correct the indicated field and retry without discarding the draft. Ask HR to confirm payroll/statutory values; do not guess them.

Open the same module from the app menu. Use the record card or its actions menu. Scroll through the form before saving so that required fields and validation messages are not missed. Your permissions still apply.