Region: This article is for all Deputy customers except those with Australian accounts. If your account URL ends in .au, see AU Leave, or if you use Deputy Payroll (AU), see Deputy Payroll (AU) Leave.

Features: Some of the features described in this article may not be available on your current Deputy plan or may require an add-on. See Introduction to Leave Management for a breakdown of available features by plan.

Before you start

Before you can review a team member's leave balance history, make sure you:

The events shown in the leave balance history depend on the leave policy's configuration and the activity that has occurred. For example, events may appear when leave accrues, leave timesheets are approved, balances are released or reset, or a manager manually changes a balance.

Accessing a team member's leave balance history

To track the events that have contributed to a team member's leave balance, you can view their leave balance history:

1. On the People tab, click on the name of the team member whose leave you wish to review.

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2. Select Leave from the left-hand side and then hover over the leave entitlement you wish to review for this team member. Click View details.

Note: Not all leave entitlements will appear on this page. Only those leave policies that are assigned to the team member AND have a leave balance will appear under the Leave entitlements header.

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3. A page will be displayed that shows:

Balances
Policy details
History

Balances

This section will show leave balances for this leave policy as:

Available balance (shows how many hours of leave the team member is entitled to take, taking into account any hours for upcoming approved leave)
Upcoming leave (shows how many hours of this leave have been approved for this team member to take on a future date)
Current balance (shows the number of hours the team member is currently entitled to but does not include any upcoming leave)

How is standard day calculated?

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Policy details

An overview of the leave policy configuration is displayed including:

the amount of leave released
the rollover or release method and date

How can I edit these details?

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History

The History section provides a list of events that have occurred and contributed to the Current balance.

What kind of events are tracked in History?

The leave balance history shows:

Date: the date and time the leave balance event occurred
Event: what happened to the leave balance and the person who actioned the leave event. If the leave event, either leave accrued or leave taken, is associated with a timesheet then a link to the timesheet will be displayed in purple, allowing you to click on the link and view the timesheet.
Amount: the amount the leave balance changed by (+ values as leave is added and - values as leave is deducted)
Balance: the current balance after the leave balance event. Note: the Current balance does not take into account any approved upcoming leave.

Interpreting the leave balance history

The events that appear in a team member's leave balance history depend on how their leave policy is configured and the leave activity that has occurred.

For example, a policy that accrues or releases leave automatically may show automatic accrual or release events, while a manually adjusted balance will show the manager who made the change.

Note: If you are on a Lite plan without Deputy HR, your leave policies will not automatically accrue leave and you will only see historical tracking for events where the manager has manually edited the leave balance.

Event name	Actioned by	Notes
Leave accrued	Name of manager that approved the team member's worked timesheet or 'Deputy' if you have timesheets set up to auto-approve.	This event occurs when a leave policy is configured to accrue leave automatically based on hours worked. Read more about setting up a leave policy that accrues and releases leave based on hours worked. Note: The date and time of this event correspond to the team member's worked timesheet being approved by the manager or Deputy auto-approving the timesheet if set up.
Leave taken	Name of manager that approved the team member's leave timesheet	Leave is only considered 'taken' once the team member's leave timesheet has been approved. Note: The manager approving a leave request only affects the available balance, not the current balance. Therefore, leave request approvals do not appear in the current leave balance history.
Revert leave accrued on date specified	Name of manager that unapproved the team member's worked timesheet	This event occurs when a previously approved worked timesheet that accrued leave based on hours worked is subsequently unapproved by a manager.
Revert leave taken on date specified	Name of manager that unapproved the team member's leave timesheet	This event occurs when a previously approved leave timesheet is subsequently unapproved by a manager.
Fixed hours released for a specific date range	Deputy	This is an automatic action from Deputy that occurs when you have set up a leave policy that releases an amount of leave on a specified date for the team member. Read more about setting up leave policies that release: fixed amounts of leave on specific dates leave amounts based on agreed hours on specific dates
Fixed hours released for a specific date range (with max balance reached)	Deputy	Similar to the above event, this is an automatic action from Deputy that occurs when you have set up a leave policy that releases an amount of leave on a specified date for the team member but have set a cap on the amount of leave that can be accrued. Read more about setting up leave policies that: have a max balance set
Balance reset	Deputy	This is an automatic action from Deputy that occurs when you have set up a leave policy that resets the balance on a specific date. Read more about setting up leave policies that: reset the balance
Partial balance rollover	Deputy	This is an automatic action from Deputy that occurs when you have set up a leave policy that rolls over a partial leave balance on a specific date. Read more about setting up leave policies that: roll over a partial balance
Balance changed manually	Name of manager that manually edited the leave balance	Read more about how managers can manually edit team members' leave balances.