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Leave Balance & Leave Report

Overview

Both Leave Balance and Leave Report are available only for Admins. These modules help admins track assigned leaves, consumed leaves, and overall leave movement for every user.


1. Leave Balance


What is Leave Balance?

The Leave Balance section shows all leave types assigned to a user and how many leaves are currently available for each leave type.

It provides:

  • Total leave types assigned to the user
  • How many leaves were allotted for each type

This is a quick summary of current available leaves, without date-based calculations.


2. Leave Report

 

What is Leave Report?

The Leave Report provides a detailed, date-based overview of leave activity for each user.

It shows how a user’s leave balance changed over time, based on a selected date range.

This module helps admins audit:

  • How many leaves existed at the start (Opening)
  • How many were allotted during the period
  • Leaves consumed by the user
  • Leaves carried forward, lapsed, or encashed
  • Closing balance at the end of the selected period


How the Date Filter Works

You can select a custom date range (e.g., 01.01.2025 to 31.12.2025).

 The report will calculate:

  • Opening leaves at the start of the date range
  • Leaves allotted inside the date range
  • Leaves consumed inside the date range
  • Final balance (Closing) at the end of the selected range


Leave Report – Column Explanation

 

Opening

Leaves available at the start of the selected date range. 


Allotted

Leaves assigned within the selected date range via:

  • Policy allotment
  • Manual grant


Carry Forward

Unused leaves from the previous year/cycle carried into the current period. 


Consumed

Approved leaves taken by the user during the selected period. 


Lapsed

Leaves that expired due to policy restrictions (e.g., expiry at year-end). 


Encahsed

Leaves converted into payout (if the organization allows it).


Closing

Final balance at the end of the date range.


Formula:

 Closing = Opening + Allotted + Carry Forward − Consumed − Lapsed − Encahsed


 Summary: When to Use Each Module


Module

Purpose

Best For

Leave Balance

Shows current available leaves for each leave type

Quick-view of remaining leaves

Leave Report

Shows full leave movement (opening → closing) based on date filter

Audits, year-end calculations, detailed history



How to apply Leave on Flowace?

How to configure User Policy – Weekly Off, Holiday & Leave Configuration?







Updated on: 21/11/2025

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