Leave Balances UI
Summary
The legacy/admin Leave workspace displays current-year balance components and permits admin save/delete actions; ESS dashboard exposes only an aggregate balance summary.
Audience
Employees, HR administrators, payroll administrators, QA, and support.
Overview
- Navigation:
/leave→ Leave Balances. - Summary: assigned, used, and available Leave are derived for the current user's current-year ledger.
- Rows: employee, Leave type, year, opening, accrued, used, adjusted, available, and action.
- Confirmed components displayed: opening, accrued, used, adjusted, and available. Carried-forward and encashed are not displayed.
- Admin actions: select active employee and type; enter year and four stored components; save; delete with confirmation.
- Filters: code fixes the displayed collection to the current year; there is no interactive period filter.
- Empty state: a message indicates no Leave account; the table may also be empty.
- Loading/error/success: data loads with the page; errors are rendered. Save/delete success is a refreshed view, not a dedicated success message.
- API dependency: HR Operations workspace and balance compatibility operations.
- Screenshot placeholder: redact employee identity and all numeric balances.
This UI does not prove Leave Service balance-policy enforcement. The current backend documents stored-but-unenforced fields separately.
Screen reference
| Requirement | Confirmed behavior |
|---|---|
| Purpose | View current-year Leave components and, in the local admin rendering, maintain balance records. |
| Navigation path | /leave → Leave Balances. |
| Intended users | Employees and confirmed local admin rendering. |
| Preconditions | Authenticated Leave route and resolved HR Operations workspace data. |
| Main components | Summary cards, balance form, and SimpleTable. |
| Fields, columns, or sections | Employee, type, year, opening, accrued, used, adjusted, available, action. Carried-forward and encashed are absent. |
| Filters | Current-year code filter only; no interactive year/period filter. |
| Actions | Local admin save and confirmed delete; employee read only. |
| Validation | Employee and Leave type required before save. |
| Loading state | Shared page load; no separate balance skeleton. |
| Empty state | No-account information and/or empty table. |
| Success state | Reloaded balance rows. |
| Error state | Page-level load/save/delete error. |
| Permission behavior | Local admin controls; authoritative API granularity requires confirmation. |
| API dependencies | HR Operations workspace and balance compatibility operations. |
| Related business rules | Stored components and derived availability; sufficiency governance remains partial. |
| Screenshot placeholder | Redact employee names and every numeric balance. |
Source References
UI/salary-ui/apps/client-hrms-portal/src/pages/hr/PayrollFeaturePages.tsxUI/salary-ui/apps/client-hrms-portal/src/ess/EssPages.tsx
Related Articles
See Also
Keywords
- Leave UI
- Leave Balances UI
- Workforce management
Revision Information
- Status: Draft
- Last reviewed: 2026-07-15
- Review cycle: Quarterly