Balance Tracking

Leave Balance Tracking

Employees always know exactly how many days they have left. Balances update in real-time as requests are submitted, approved, or canceled.

When corrections are needed, manual adjustments come with mandatory notes and a full audit trail — no more 'he said, she said'.

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Leave Balance Tracking

Team overview
Quick actions
Status tracking
Scheduling
Real-time sync
The Problem

Balance disputes waste everyone's time

Inaccurate balances

Spreadsheet-based tracking drifts out of sync. Employees see one number, HR sees another.

No audit trail

When balances are adjusted, there's no record of who changed what, when, or why.

Manual calculations

Calculating accruals, carry-overs, and deductions by hand is slow, error-prone, and impossible to scale.

How It Works

Always accurate, always auditable

Balances you can trust.

01

Real-time balance view

Every employee sees their current balance for each leave type. Pending requests are included in the calculation.

02

Automatic accrual

Based on policy settings, balances accrue automatically on the configured schedule.

03

Manual adjustments with notes

When corrections are needed, admins add or subtract days with a mandatory reason note.

04

Full audit history

Every change is logged with who made it, when, and why. Exportable for compliance.

Capabilities

Complete balance management

Real-time balances

Balances update instantly as requests are submitted, approved, or canceled.

Pending included

Pending requests count against the balance so employees can't over-book.

Manual adjustments

Add or subtract days with a mandatory reason note for accountability.

Audit trail

Complete history of every balance change, by whom and why.

Bulk adjustments

Apply adjustments to multiple employees at once for company-wide changes.

Export reports

Export balance reports as CSV for payroll, compliance, or external reporting.

Frequently asked questions

How are balances calculated?

Balance = Total Allowance + Adjustments - Used Days. Used includes both approved and pending requests.

Can I adjust balances manually?

Yes. Admins can add or subtract days from any employee's balance. A reason note is required for every adjustment.

Is there an audit trail?

Yes. Every balance change is logged with the date, the user who made it, the amount, and the reason.

Can I export balance reports?

Yes. Balance reports can be exported as CSV for integration with payroll systems or compliance reporting.

Track balances with confidence

Real-time, auditable leave balances. Free for teams up to 9.

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Leave Balance Tracking - Real-Time PTO Balances | Leavo | Leavo