Leave plans, coverage and balances

Assign leave plans, check which employees are covered and correct balances.

A leave plan groups the leave policies that apply to a set of employees. The Leave control center has views for Overview, Plans, Policies, Coverage, Balances and History.

Go to Admin → Leave policies.
Use Plans (or Configure leave plan) to set which policies belong to the plan.
Use Coverage to find employees with a missing plan or who need balance setup.
Use Balances to see an employee’s balance with its explanation, and post an adjustment with a reason when a correction is needed.
Use History to see every change.

Moving from another system? Import opening balances under Time & Leave → Leave → Balance migration, or from Admin → Data imports & migration. At the end of the leave year, use Year-end processing.

Signed in to HRPortal? You’ll find this screen in your workspace, or open Help (the ? button) from any page.