Introduction
Efficiently managing employee leave records is a key responsibility for any HR team.
With the uKnowva HRMS platform, you can easily access and review leave balances for all users in one place.
The system also provides intuitive search and filter options to quickly find specific records, saving you valuable time when managing large employee datasets.
Whether you’re looking to review all leave balances or focus on a particular employee or user group, uKnowva simplifies the process with a well-structured interface and powerful filtering tools.
Step 1: Viewing the Leave Balance of All Users
To begin, log in to your uKnowva HRMS account and navigate to the left-hand side navigation panel.
From this panel, click on the HR Manager menu, which will expand the list of available modules. Select the Leave Balance of All Users sub-menu to open a new page.
This page displays the leave balances of all employees in a single, comprehensive view.
Each row on this page represents an employee, with columns detailing their available leave across various categories such as Casual Leave, Sick Leave, and more.
This overview allows HR professionals to assess the current leave entitlements of all team members.
It becomes particularly helpful during payroll processing, performance reviews, or while managing team allocations and approvals.
Step 2: Searching for a Specific Leave Balance
If you want to locate the leave balance of a specific employee or filter the list based on certain criteria, you can use the built-in filter feature.
On the Leave Balance of All Users page, move to the top-right corner of the screen where you’ll notice a small funnel icon. Click on this icon to open the search and filtering panel.
Once the filtering window opens, you’ll find several fields like Search, User Group, and Employment Status, among others.
These fields help you refine the displayed data according to your chosen parameters.
For instance, you can search for an employee by name, select a specific department, or limit the view to employees with a certain employment status.
After entering the desired criteria, click the Search button. The table will instantly update to reflect only the matching results.
If you wish to return to the full list of leave balances after filtering, you can simply click the Reset button. This action will remove all applied filters and display the unfiltered view again.
Conclusion
That’s it!
You’ve now successfully viewed and searched for specific leave balances in uKnowva HRMS.
By following this process, you ensure efficient access to vital leave data across your organization.
This functionality helps streamline HR operations, reduces administrative workload, and enables accurate decision-making with up-to-date employee leave information.
If you have any questions or need additional support, feel free to contact us at helpdesk@uknowva.com.