This help guide will explain how to enable and manage Tanda's 'predicted leave balances' feature, which makes requesting and approving leave smoother and more user-friendly.
By enabling projected leave balances, employees and managers will be able to see their predicted balance for each leave type for a given date. That way, they can make more informed decisions when requesting and approving leave.
For example, an employee may want to request leave over Christmas. However, it's only March, so they don't have a sufficient leave balance. By checking their projected balance, the employee can confidently request leave, knowing they will have enough leave accrued by Christmas.
What Does This Guide Cover?
How Do I Enable Predicted Leave Balances?
You'll need to opt in to enable this feature. The projected leave balances feature is disabled by default.
To enable predicted leave balances, navigate to Leave > View All Leave Settings > Display Predicted Leave Accruals. Ensure this setting is ticked to enable it.
Next, ensure an Accrual Rate is set for each leave type you want a predicted balance for. To do so, navigate to Time & Attendance > Compliance > Leave Types > Manage. Then, click on the leave type you want to edit, scroll down to the 'Leave Rules' subheading, and enter a Leave accrual rate.
For this feature to work correctly, ensure you have entered an accrual rate for each leave type. Additionally, ensure there are either Contracted Weekly Hours or Regular Hours of Work set in employee profiles. Read more about how it is calculated below.
Once this feature has been enabled:
Employees will be shown a predicted leave balance when they request leave so they can make an informed decision about whether to request it or not.
The predicted leave balance will be displayed to managers before they approve or decline a leave request.
Note: This will not impact your leave balances in your payroll system and will only be used in Tanda.
How Do I See My Predicted Leave Balance?
Mobile App
To see your current leave balance in the Tanda Mobile App, navigate to the Leave tab, then select Balances. Here, you can view your current balances for each leave type.
To view your projected leave balance, create a new leave request, enter a future date, and select your leave type. You will then see a pop-up showing your projected leave balance for that date.
Tanda Desktop
To view your predicted balance on the web, create a new leave request to view your projected balance (Time & Attendance > Leave). After entering your leave dates and leave type, a pop-up with your projected leave balance for that date will appear.
How Are Leave Projections Calculated?
We calculate leave projections based on the following factors:
Contracted Weekly Hours (CWH)
If the employee has CWH set, the predicted balance is calculated by dividing the CWH by 7 to find the number of hours worked per week on average.
Regular Hours of Work (RHW)
If the employee doesn't have CWH set, but has Regular Hours of Work set instead, the predicted balance looks at the number of hours set in the RHW.
If the employee has both CWH and RHW set, the calculation is based on the CWH value.
If the employee has neither CWH or RHW set, a predicted balance will not be calculated.
Approved future leave requests
Any unexported approved leave requests will reduce the predicted balance.
Using these factors, we determine how many hours the employee will work between now and the time of the leave request. Then, we multiply that by the leave type's accrual rate, as set above.
The employee won't see a predicted leave balance if they don't have Contracted Weekly Hours or Regular Hours of Work set in their Pay Conditions.
Are Other Future Leave Requests Considered in The Balance?
Yes, approved future leave requests are factored into your projected leave balance. Specifically:
The balance displayed when approving leave is an employee's projected balance minus any future leave requests that have already been approved.
For example, let's say an employee has 16 hours of leave approved and wants to submit another request for 10 hours of leave. On the date of their request, their total predicted leave balance might be 80 hours. However, as they already have 16 hours of approved leave, the employee would see a predicted leave balance of 64 hours (80 hours of total predicted leave minus 16 hours of already-approved leave).