Leave Balance Utility

The Leave Balance Utility allows users to reset balances or add to balances on a group of employees for any leave type.

Select a leave type from the Leave Type drop-down list. The grid will automatically refresh.
Enter or select the date the reset/add will be effective using the Calendar feature in the Effective Date field.
Select Reset Balance or Add to Balance.
- Reset Balance allows a user to set all selected employee’s leave balance to a specific amount. This can be used to Reset the hours of multiple employee’s leave balance to zero, or any specified amount.
- Add to Balance gives users the ability to add a specific amount to the selected employee(s) existing leave balance. A maximum hour’s limit can be used to prevent the adding of this amount to an employee’s balance from exceeding a set balance.
There are (2) two options for filtering the list of employees:
- By Balance will display a list of all employees with a current balance for the leave type selected. An employee will display even if they do not have an active job.
- By Job will display a list of all employees with an active job marked for the leave type selected. An employee will display even if their leave balance is currently zero.
Check the box(es) of the Employees whose balances you want to reset/add to.
Click the button. A confirmation message will display.
- Click the button to return to the Leave Balance Utility form.

School LINQ Help, updated 01/2021