Customise Team Leave Balance Widget
Summary
Admins and managers can use the Team Leave Balance widget on the Team Dashboard to view the leave balance of their direct reports. Super admins can customise this widget to display data from a specific leave policy.
In this article
- Before you begin
- Step 1: Access the Team Dashboard settings
- Step 2: Select a leave policy
- Frequently Asked Questions (FAQ)
Before you begin
- This widget is available on the Team Dashboard only
- You must be an Admin, Manager, or Super Admin to view this widget
- Only Super Admins can customise which leave policy is shown
- Only leave policies tracked in days are supported (hour-based policies are excluded)
Step 1. Access the Team Dashboard settings
- Go to Home > Team Dashboard
- Click the Customise button in the dashboard banner
- Scroll to Team Leave Balance
- Click the three-dot menu (⋮) next to the widget
- Select Customise
Step 2. Select a leave policy
- In the “Customise Leave Balance” window, click the dropdown
- Choose the leave policy you'd like to show (e.g. Annual Leave, Sick Leave)
- Click Save
The widget will now display the selected policy's leave balance for each direct report:
- Current Balance (Days)
- Sorted by employee profile
Frequently Asked Questions (FAQ)
1. Who can see the Team Leave Balance widget?
Only Admins, Managers, and Super Admins with direct reports can view this widget on the Team Dashboard.2 .Can I view leave balances for more than one policy?
No. The widget displays data from one selected policy at a time, chosen by a Super Admin.
3. How is the data sorted in this widget?
The widget shows each reportee's current leave balance for the selected policy in days.
4.Are balances updated in real-time?
Yes. The leave balances are pulled live from the policy settings, including adjustments and carryovers.
5.Can team members see each other’s balances?
No. Only their managers or admins can view this widget with direct reports' leave data.
