Question
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Why does the Leave Management Dashboard show a different balance than the payroll Balances Report?
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Why aren’t the vacation and sick day balances the same in the Leave Management Dashboard and the Balances Report?
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How can I explain to my team why their balances in the Leave Management Dashboard don’t match the payroll Balances Report?
Environment:
- Push Web App
- Push Employee App
Answer
The difference between the Leave Management Dashboard and the Balances Report in Push is the type of information each shows:
- The Balances Report is generated when payroll is completed and is like taking a snapshot of that moment. It shows how much vacation or sick time an employee had on the exact date the payroll was run. This report gives a fixed, point-in-time balance that won’t change until the next payroll is processed.
- The Leave Management Dashboard gives you real-time updates. When you or your employees check their balances in the dashboard, it’s pulling the most up-to-date information, reflecting any approved or pending leave requests and accruals since the last payroll. This means the balance on the dashboard is continuously updated as employees request time off, have it approved, or accrue more days.
For example, if an employee submits a vacation request after the payroll is run, the Balances Report will still show the old number (since it was created before the request). Still, the Leave Management Dashboard will immediately show a lower balance, accounting for the approved time-off.
Additional Information
This applies to all leave balances (vacation, sick days, etc.) in Push. The Leave Management Dashboard ensures your employees always have access to their real-time balance, which prevents them from requesting more time off than they’ve accrued.
For employers, this real-time data is invaluable because it helps you manage your workforce more effectively, giving you a clear picture of who is available at any given moment. The payroll Balances Report serves its purpose for payroll accounting, but it doesn’t reflect the day-to-day changes in leave balances.
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