Lieu & Holidays
Track and manage staff leave balances, holiday entitlements, and attendance data through the comprehensive Monthly Leave & Attendance Tracker.
Who can use this feature
Section titled “Who can use this feature”| Role | View All Staff | View Own Data | Manage Balances | Export Data | Add Leave Records |
|---|---|---|---|---|---|
| Admin | ✓ | ✓ | ✓ | ✓ | ✓ |
| Ops Support | ✓ | ✓ | ✓ | ✓ | ✓ |
| Operations Manager | Team only | ✓ | View only | ✓ | ✗ |
What is Lieu & Holidays?
Section titled “What is Lieu & Holidays?”The Lieu & Holidays system provides comprehensive tracking of:
- Lieu Time - Time off in lieu of overtime worked
- Holiday Entitlements - Annual leave and vacation days
- Days Off Taken - Actual time off used by staff
- Balance Management - Real-time tracking of available leave
- Attendance Monitoring - Monthly overview of staff attendance patterns
Monthly Leave & Attendance Tracker
Section titled “Monthly Leave & Attendance Tracker”Comprehensive overview of all staff leave and attendance data.
- Monthly Focus: Track leave and attendance by specific months
- Staff Overview: View all team members in a single interface
- Balance Tracking: Monitor lieu time and holiday balances
- Usage Monitoring: Track actual days off taken by staff
Find and filter staff records efficiently.
- Employee Search: “Search employee” function to find specific staff members
- Month Selection: Dropdown to select specific month (September shown)
- Year Selection: Year dropdown for historical data (2025 shown)
- Real-time Filtering: Instant results as you type or select filters
Structured view of leave and attendance information.
- Name: Staff member identification with initials and full name
- Lieu B/Fwd: Lieu time balance brought forward from previous period
- Holidays B/Fwd: Holiday entitlement brought forward
- Days Off Taken: Actual days off used in the current period
- Holidays Taken: Specific holiday days taken from entitlement
Understanding Leave Types
Section titled “Understanding Leave Types”Compensatory time off earned through overtime or additional work.
- Lieu B/Fwd: Balance of lieu time available (typically 20 days shown)
- Earning Lieu Time: Accumulated through working overtime or extra shifts
- Usage: Can be used for time off at employee’s discretion
- Balance Management: Tracks available lieu time throughout the year
Annual leave and vacation days allocated to staff.
- Holidays B/Fwd: Annual holiday entitlement (typically 20 days shown)
- Standard Allocation: Usually 20-25 days per year depending on contract
- Rollover Policy: Some unused holidays may carry forward to next year
- Usage Tracking: Monitor how much holiday time has been used
Actual time off used by staff members during the tracking period.
- Total Days Off: All types of leave taken (sick, personal, etc.)
- Current Usage: Most staff showing 0 days off taken in current period
- Tracking Method: Includes all approved time off regardless of type
- Balance Impact: May or may not affect lieu/holiday balances depending on type
Specific holiday/vacation days used from annual entitlement.
- Holiday Usage: Specific days taken from holiday entitlement
- Example Usage: Zar Vilof showing 1 holiday day taken
- Balance Reduction: Directly reduces available holiday entitlement
- Approval Required: Usually requires management approval before taking
Staff Leave Overview
Section titled “Staff Leave Overview”Overview of staff members and their current leave balances.
- Mike Hernandez (MH): 20 lieu, 20 holidays, 0 days off, 0 holidays taken
- Alonzo Luis Pamintuan (AL): 20 lieu, 20 holidays, 0 days off, 0 holidays taken
- Zar Vilof (ZV): 20 lieu, 20 holidays, 0 days off, 1 holiday taken
- Royce Rio (RR): 20 lieu, 20 holidays, 0 days off, 0 holidays taken
- Additional Staff: Multiple other team members with similar balance patterns
Common patterns in staff leave balances and usage.
- Standard Entitlement: Most staff have 20 days lieu and 20 days holiday
- Low Usage: Most staff showing 0 days off taken in current period
- Minimal Holiday Usage: Only one staff member (Zar Vilof) has taken holidays
- Consistent Balances: Uniform entitlement across team members
Using the Leave Tracker
Section titled “Using the Leave Tracker”Navigate and view leave information effectively.
- Search Function: Use employee search to find specific staff members
- Month Navigation: Select different months to view historical data
- Year Selection: Access data from different years
- Full Team View: See all staff members in a single comprehensive table
Track and analyze leave patterns and usage.
- Balance Monitoring: Check available lieu time and holidays
- Usage Tracking: Monitor actual days off taken by team
- Trend Analysis: Compare usage across different months
- Planning Support: Use data for operational planning and coverage
Administrative tasks for managing leave and attendance.
- Balance Updates: Update lieu time and holiday entitlements
- Leave Recording: Record approved time off and holidays
- Balance Adjustments: Make corrections to leave balances
- Period Rollovers: Manage year-end and period transitions
Leave Balance Management
Section titled “Leave Balance Management”Managing compensatory time off balances.
- Earning Lieu Time: Time accrued through overtime or additional work
- Usage Rules: Policies for when and how lieu time can be used
- Balance Tracking: Real-time monitoring of available lieu time
- Expiration Policies: Rules about lieu time expiration or rollover
Managing annual leave and vacation entitlements.
- Annual Allocation: Standard holiday entitlement for each staff member
- Accrual Patterns: How holidays are earned throughout the year
- Usage Approval: Process for requesting and approving holiday time
- Year-end Management: Handling unused holidays at year end
Making corrections and adjustments to leave balances.
- Manual Corrections: Adjusting balances for errors or special circumstances
- Carried Forward Balances: Managing balances brought forward from previous periods
- Bonus Allocations: Adding extra time off for special achievements
- System Corrections: Fixing discrepancies in automated calculations
Reporting and Analytics
Section titled “Reporting and Analytics”Generate monthly leave and attendance reports.
- Staff Utilization: Overview of leave usage across the team
- Balance Summary: Current leave balances for all staff
- Trend Analysis: Month-over-month usage patterns
- Planning Data: Information for operational planning
Monitor individual staff leave patterns and balances.
- Personal Balances: Individual lieu time and holiday entitlements
- Usage History: Historical pattern of leave usage
- Balance Projections: Estimated future leave availability
- Compliance Monitoring: Ensure appropriate leave usage
Integration Points
Section titled “Integration Points”Best Practices
Section titled “Best Practices”Troubleshooting
Section titled “Troubleshooting”Resolve discrepancies in leave balance calculations.
- Check for recent leave requests that may not be reflected
- Verify lieu time calculations for recent overtime work
- Contact Ops Support for balance corrections
- Review CIPHR integration for synchronization issues
Troubleshoot staff search and visibility issues.
- Check spelling in employee search function
- Verify staff member is active in the system
- Try searching by initials or partial name
- Ensure you have permission to view the staff member’s data
Resolve issues with historical data access.
- Verify the selected month and year combination
- Check if data exists for the selected period
- Ensure you have access to historical data
- Contact admin if specific periods are missing
Fix issues with leave data synchronization.
- Check CIPHR integration status for synchronization
- Verify recent leave requests have been processed
- Refresh the page to get latest data
- Contact Ops Support if data remains outdated
Getting Started
Section titled “Getting Started”To use the Lieu & Holidays tracker effectively:
- Access the feature via Overview → Lieu & Holidays
- Select time period using month and year dropdowns
- Search for staff using the employee search function
- Review balances across lieu time and holiday entitlements
- Monitor usage through days off and holidays taken columns
- Track trends by comparing different months and periods
- Report issues if balances appear incorrect or outdated
Data Accuracy
Leave balance data should be reviewed regularly for accuracy. Report any discrepancies to Ops Support immediately to ensure staff have correct leave information for planning purposes.