View a leave balance in InSite

In InSite you can view the balances of all relevant leave types per leave period.

To view the leave balance:

  1. Go to: InSite.
  2. Go to: My leave balances or My leave entitlement balance.

    InSite may have been configured differently for you, in which case the description of the action deviates.

    You see the balances for all relevant leave types per leave period.

    The My leave balances overview shows the balance including leave requests that are still in the workflow. The leave balance in Profit Windows may be different. The reason is that the leave balance in Profit Windows only takes into account the approved requests/cancellations and not the requests that are still in the workflow.

View the leave balance for another year

By default, InSite shows the leave entitlement and the leave balance for the current year (the year of the system date). If you consult the leave balance through the action at the leave request, you can also see balances for another year. Whether this is possible depends on the configuration.

  1. Add a leave request in InSite.
  2. Enter a start date that includes the year of the other year in which you want to consult the leave balance.
  3. Click on the action:Leave balance.

    Next, you see the leave balance of the year in the leave request.

See also

Directly to

  1. Configure statutory and non-statutory (composite) leave
  2. Add leave types for statutory and non-statutory holidays
  3. Configure a composite leave type
  4. Configure statutory and non-statutory leave types
  5. Add the composite Holiday leave type
  6. Recalculate the leave balance via the queue
  7. Configure the composite leave balance in InSite
  8. Configure composite leave with a negative leave balance
  9. Add a leave request in InSite