Leave Forecast

Use the HR Leave Forecast form to view a future leave balance through forecasting and to view the full leave history. You can perform leave forecasting on any employee that you are authorised to view. Leave forecasting displays transaction types that have the Balance Accrual option selected.

Sub Tabs on the Form

The HR Leave Forecast form has two sub-tabs:

Leave Forecasting - The Forecast tab displays the calculated accrued leave using the forecast date you enter. The forecasted balance displays in hours, days and weeks. The current leave balance is also displayed.
View Leave History - The History tab displays the full history of the transaction type selected.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Employee

Select the employee for whom to perform leave forecasting. You can select the employee using any of these search fields:

Employee (based on Employee Code)
Surname
First Name

The search fields give access to all the employees who you are authorised to view.

View

This field determines which records you have access to. The default view is set on the General tab of the HR Module Control form. You can modify your view (depending on your security level) by selecting a different value from the list.

All - All records are available, no limitation based on the owner of the record.
Mine - Only the records that are assigned to you are available.
Team - Only the records that are assigned to your team(s) are available.

The View field respects the security settings defined on the User Preferences form. Logging in as super gives you access to all records.

Transaction Type Table

This table lists all the pay transaction types with Balance Accrual selected. For each transaction type the date of last accrual displays. Select a transaction type in the table to indicate which leave item to do forecasting for and/or view the leave history on.

Note: The Forecast and History tabs are reloaded each time you select another transaction type in this table.

Forecast up to

This field:

Enables you to select a forecast date using the Calendar field.
Initiates the forecast calculation and history retrieval.

Current Balance At

This field defaults to the last accrued date for the transaction type selected. The leave balance for the transaction type on the last accrued date displays in hours, days and weeks if the conversions exist on the employee or the calendar.

Forecast Balance At

This field defaults to the forecast up to the date entered. The forecasted accrued leave balance for the transaction type is calculated and displayed in hours, days, and weeks if the conversions exist on the employee or the calendar.

Note: Forecast Balance = Current Balance + Forecast Accruals - Leave Requests.

Subsequent Transactions

The subsequent transactions table lists the events that occurred since the accrual process.

For example, if the accrual is performed up to 30 June and the employee took leave on 15 July, then the leave displays in the Transactions table because it has not been included in the accrual process.

Forecast Accruals table

This table lists the leave accruals you are eligible for up to the forecast date entered. This table also lists the leave requests for the selected employee.

History table

The history table lists the full leave history for the transaction type selected. The table lists the actuals for the leave type.