Managing Leave Balance
In Marco, a staff member's leave balance is managed as individual leave items, which can be configured based on:
Country
Item Type
Each leave item consists of multiple entries, and each entry includes:
Entitlement amount
(Optional) Carried-over amount
(Optional) Expiry date for carried-over leave
Effective date
The total leave balance includes both the entitlement amount and any carried-over leave.
Assigning Leave Balance to Staff
As a manager, you can periodically add new leave entries to maintain the correct leave balance for staff. For example, a manager may add a new entry to the Annual Leave item each year, with an updated effective date.
Process Overview
Add leave items to grant the first leave balance.
Add new entries to leave items to renew the leave balance.
Leave Balance Renewal
When a staff member's leave balance is renewed, a new entry will override the previous entry starting from the new effective date. From that point onward, all leave requests will be deducted from the updated balance.
Only active leave entries appear on the staff's Leave Balance page.
Overridden entries and future-dated entries are not visible to staff.
Staff can only apply for leave based on their current leave balance.
Adding Leave Items
If a staff member does not have a specific leave item in their balance, you must add it to create the first leave entry.
Before You Begin
Prepare the following details:
Entitlement amount
(Optional) Carried-over amount
(Optional) Expiry date for carried-over leave
Effective date
Steps to Add a New Leave Item
Go to People.
Select a staff member > Time > Leave Balance.
Click Manage Leave.
The Manage Leave Items screen appears.
Click Add New Leave Item.
The New Leave Item screen appears.
Select the Country and Leave Item.
Enter the leave details.
Click Save Changes.
Adding New Entries to Leave Items
You can add new entries to an existing leave item when a staff member's leave balance is renewed.
Steps to Add a Leave Item Entry
Go to People.
Select a staff member > Time > Leave Balance.
Click Manage Leave.
The Manage Leave Items screen appears.
Under the relevant leave item, click the Expand icon to view entries.
Click Add New Entry.
The Add New Entry screen appears.
Enter the leave details for the new entry.
Click Save Changes.
Editing Leave Entries
You can edit the following details for each leave entry:
Entitlement amount
(Optional) Carried-over amount
(Optional) Expiry date for carried-over leave
Effective date
This is useful if:
Leave details were entered incorrectly.
Company HR policies change (e.g., pro-rating leave for resigning staff or updating the expiry date for carried-over leave).
Steps to Edit a Leave Entry
Go to People.
Select a staff member > Time > Leave Balance.
Click Manage Leave.
The Manage Leave Items screen appears.
Under the relevant leave item, click the Expand icon to view entries.
Find the entry to update and click Edit.
The Edit Entry screen appears.
Update the required fields.
Click Save Changes.
Deleting Leave Entries
Deleted leave entries cannot be recovered.
If a new leave balance needs to be granted, simply add a new entry instead of deleting an existing one.
When a new entry is added, it will automatically override the previous entry from the new effective date.
Steps to Delete a Leave Entry
Go to People.
Select a staff member > Time > Leave Balance.
Click Manage Leave.
The Manage Leave Items screen appears.
Under the relevant leave item, click the Expand icon to view entries.
Find the entry to delete and click Remove.
Note: If the leave item contains only one entry, deleting it will also remove the entire leave item.
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