Where do I see who is off, and how much leave is left?
Leave insights is the whole leave year on one screen: five totals, a calendar, a table per person and every request, all exportable to Excel.
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Leave requests answers "what is waiting for me". Leave insights answers everything else: who is off next month, how much of the year's entitlement has gone, and which team is about to run out. Find it under Insights in the sidebar, once leave management is switched on for the workspace.
Owners and co-owners see everybody. A manager sees their own team, here as everywhere else.
The five totals at the top
Everything on the screen is for one leave year and one leave type at a time; both are pickers in the filter bar.
- Granted: days granted for this leave year, including anything carried over from the previous one.
- Used: approved leave that has already finished.
- Scheduled: approved leave running today or starting later. This is the number to look at before promising a deadline.
- Pending: requests still waiting for a decision. These days are already held back from the balance.
- Remaining: granted minus used, scheduled and pending. This is the balance a new request is checked against.
Underneath, Across the year plots those days month by month, by the month a leave starts in, so a leave spanning two months sits entirely in the first. By leave type splits the same figures across vacation, sick, casual, annual and paid parental leave.
Three ways to read the same year
- Calendar: a month at a time, names on the days they are away. Colours follow the leave type; approved leave is drawn solid and pending requests dashed, so you can see what is agreed and what is not in the same glance. Days with more people than fit show a "+2 more" line. Select a name to open that person's profile.
- By employee: one row per person with granted, used, scheduled, pending and remaining. Expand a row to see the same split per leave type. This is the view for spotting somebody who has taken nothing all year, or somebody about to go negative.
- Requests: every request that touches the year, with the first day off, the return date, the number of days, the status, who decided it and the note. This is the audit view.
The return date column is the day the person is back at work, not their last day off. Non-working days inside a leave are skipped and do not come off the balance.
Getting it into Excel
Export as xlsx writes the filtered year to a workbook with three sheets: the totals, the per-employee table and the full request list. It follows whatever is on screen, filters included, so narrow the view first. Exporting is a paid plan feature; on plans without it the button explains that rather than failing silently.
Who is off this week
For the short answer you do not need this screen at all. Upcoming leaves sits at the top of Overview and covers the next two weeks: how many people are off today, then day by day who is away. It only appears while leave management is on, and it links straight here.
If the screen is not in your menu
Leave insights is hidden while leave management is off for the workspace, and the whole Insights section is hidden from employees. An owner turns the module on in Workspace settings, Tracking tab.
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Related articles
How is a leave balance worked out?
Days granted for this leave year, plus anything carried over, minus every request that was not rejected. Requests still waiting for a decision are already taken off.
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How does the leave year work?
Every entitlement and every request belongs to one leave year. A workspace either renews everybody on 1 January or on each person's hire anniversary.
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How do I decide how many leave days someone gets?
Entitlements are granted per person, per leave type and per leave year on the Leave rights screen. Grants in the same year add up, and whatever is left at the end of it carries over.
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How do I get a report into Excel?
Most report screens have an Export as xlsx button that downloads exactly what is on screen, filters and date range included. It is plan dependent.
Why is an insights screen missing from my menu?
Each entry under Insights has its own condition: a role, a module that has to be on, a list that has to exist, or a plan capability.
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Still stuck?
Three different questions, three different places to ask them.