Skip to content
Log in
  • There are no suggestions because the search field is empty.

View Team Leave Balances from the Dashboard

Summary

The Team Leave Balance widget on the Team Dashboard allows Managers and Admins to view the current leave balance (in days) of each reportee at a glance. This helps with planning, coverage decisions, and approvals.

In this article

  • Before you begin
  • Step 1: Access the Team Leave Balance widget
  • Step 2: View balances and open details
  • Frequently Asked Questions (FAQ)

Before you begin

 You must be a Manager or Admin with leave management permissions to view the Team Leave Balance widget on the Team Dashboard.

Step 1. Access the Team Tasks widget

  1. Go to your Team Dashboard
  2. Locate the Team Leave Balance widget
  3. Each card displays the employee’s:
    • Name and initials
    • Current balance (in days)
    • Leave balance excludes policies that are based on hours

Step 2. View balances and open full leave details

  1. Click View All at the bottom of the widget
  2. This opens a full view of leave data for your team
  3. From there, you may be able to:
    • View detailed leave breakdown per employee
    • Check recent leave taken or upcoming requests (if permissions allow)
    • Navigate to an employee’s profile or time off record

Frequently Asked Questions (FAQ)

1. What does the Team Leave Balance widget show?

It displays the remaining leave balance in days for each of your reportees. It includes all leave types that are assigned to them.

2 . Does it include leave policies based on hours?

No. This widget only shows balances calculated in days. Policies that track leave by hours are excluded.

 

3. Can I take action directly from this widget?

Not at this time. The widget is view-only, but you can click into View All to open more detailed records or take action from the employee profile if you have permission.

4. Why can’t I see some team members?

You may only see direct reportees, or only those for whom you have leave management access. Contact your Super Admin if something appears missing.

5. Will balances update in real-time?

Yes. Leave balances are updated automatically based on approved leave, accrual settings, and policy rules.