The time off approvers can manage and track the collaborator's balances. To do this you must follow these steps:
1. Log in to Humand App.
2. On the left menu, go to “Time off > Management”.
3. From the "Balances" section the approver can visualize the time available and the time already used for each user according to the type of policy.
You can select the type of policy or filter according to a specific user, and make adjustments to Add or Subtract balance, meaning you can adjust the time available manually:
Lastly, you can download a report with all the balance information:
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- Name and surname
- Username
- Policy type
- Policy
- Time available
- Time used
By clicking on Advanced Options, you will be able to download a report with the additional information you set up for both the requests made and the collaborators' balances. The information you can add to the report is:
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- Adding request fields to the report.
- User's segmentations.
- User's profile fields.
- Choose the report's format.
To view the balances tab and to be able to modify collaborator's balances, the user must have the Manage Time off permission.