All Collections
Time Off
For HR
View & Manage Time Off Entitlements, Requests, and Balance History
View & Manage Time Off Entitlements, Requests, and Balance History

This article explains how you can view Employee's leave entitlements, request, and balance history

Updated over a week ago

Grove HR's Time Off module enables Admins and authorized personnel to have an overview of employee time off, view their remaining leave entitlements, and request history along with their balance history. Employee Time Off tab can be viewed by Admins and authorized people only. If you can't see it, this means you do not have access to this tab. You can request permissions from your Admin.

Before starting, make sure you have access to Time Off > Employee Time Off. If not, please contact your Admin to request permissions.

View Employee's Time Off Entitlements

  1. Go to Time Off > Employee Time Off

  2. Enter an employee name in the search box at the top left of the page

The first section you'll see is the remaining leave entitlements, you can view how many days do they have left for each type.

πŸ’‘ Tips: Click on the β“˜ icon to quickly review Balance and Type Settings.


View Employee's Time Off Requests

  1. Go to Time Off > Employee Time Off

  2. Enter an employee name in the search box at the top left of the page

  3. In Employee Request section, select the Types, Status, and Time (Optional)

πŸ’‘ Tips: Click on Download as CSV to have a quick report.


View Employee's Balance History

  1. Go to Time Off > Employee Time Off

  2. Enter an employee name in the search box at the top left of the page

  3. Scroll down to Balance History and select Start Date and End date, Type if necessary


Adjust Employee's Balance

  1. Go to Time Off > Employee Time Off

  2. Enter an employee name in the search box at the top left of the page

  3. Scroll down to Balance History and select Start Date and End date, Type if necessary

  4. Click on New Adjustment > Choose a Type and Adjustment (Add or Subtract) and number of days > Leave a remark if needed

  5. Click Save to apply changes


Mass Adjust Employee's Balance

Instead of you having to manually add or remove days from employee balance, which take time and are prone to mistakes, the Adjust Existing Balance feature can help you do that in seconds.

Before starting, make sure you have permission to perform Time Off Import. If not, please contact your Admin to request permissions.

  1. Click the Plus icon > Import > select Time Off

  2. Select Adjust existing balance and download the Template

  3. Open the file and read the Introduction sheet carefully

  4. Move to the Template sheet and fill in the required columns and before saving

    πŸ“Œ Note:

    • In the Employee Email and Time Off Type columns, enter the exact values (including upper and lower case letters) as they appear in the Grove HR system

    • In the Adjustment Amount column, only enter integers with a negative decimal up to three digits. For example, -2.333 days

      • Positive number: means you are adding days to employee's balance

      • Negative number: means you are subtracting days from employee's balance

    • Effective Date: when this action is taken on Grove HR (optional). If you do not enter a date, the system will use the current day as the effective date

    • Notes: enter a remark (optional)

  5. Upload file and click Next

  6. Map the name of the fields on Grove with the corresponding headers in the uploaded file. Headers that match exactly with the field name will be mapped automatically

  7. Click Preview when all fields and headers have been mapped

  8. Review the results (see the number of records to be created, check for duplications, skipped records, unmapped fields,...etc.) and then click Import

  9. Click OK when finishing.

  10. Now, you can go back and check the balance (Sick Leave Unpaid) and Balance History

Did this answer your question?