The leave balance looks wrong#
For: Manager | Admin You’ll need: Nothing.
A balance is too low, too high, or showing zero when you expected days. Leave balances are the running total of every transaction in the leave ledger — grants, accruals, bookings, reversals, carry-overs. If the balance looks wrong, one of those transactions is missing, late, or unexpected.
Check five possibilities#
The period hasn’t been started yet. Initial entitlement grants only post when an admin starts the company period for the year. If the period sits in ‘Open’ but ‘Start’ was never clicked, no grants exist — balance is zero. See Start a company period.
Accrual hasn’t run. Monthly or hourly accrual policies post their grants over the year, not all at once. Check the policy: a person early in the year on a monthly-accrual policy will have a small balance on purpose.
Carry-over expired. If the leave policy caps carry-over (or expires it after a deadline), unused balance from last year was zeroed when the new period opened. Check the carry-over rule on the policy.
A prior-illness link wasn’t applied. For sick leave under EFZG §3, a fresh spell inside the linking window should be linked to the previous one — not granted a fresh entitlement. If the admin missed the link prompt when approving, the second spell looks like new days. The fix is to revoke and re-approve, ticking the link checkbox this time.
Manual transactions in the ledger. HR may have posted manual adjustments — a correction, a sabbatical clawback, a one-off bonus. Open the leave ledger to see every signed transaction in order.
Still stuck?#
Email support@shiftavo.com with: your company name, your email, the time the problem started, and what you were trying to do.