Displaying Leave Accrual Balances for Manager Approval in SuiteProjects Pro

When managing time-off requests in SuiteProjects Pro, depending on your internal process it may be important for managers to see an employee’s current leave accrual balance during the approval process. This quick tip explains how to enable and configure this visibility feature.

Key Points to Understand

• The leave accrual balance is only visible to the user’s direct manager as specified in their user profile
• This visibility is separate from the schedule request approval workflow
• The manager must be the schedule request approver to see the balance during approval

Configuration Steps

1. Enable the Feature

   • Navigate to Administration > Application Settings > Timesheets Settings > Other Settings
   • Enable the setting “On Time off requests, display current leave accrual balance to managers for approval”

2. Verify Manager Assignment

• Go to Administration > Global Settings > Users
• Select the relevant user
• Check the Manager field to confirm the correct manager is assigned

Important Considerations

• Only the person listed in the user’s Manager field can view the leave accrual balance
• When the manager approves the request, they will see a message showing “Current leave accrual balance: X hours” on the Submit/Approve page
• If someone other than the assigned manager is approving the schedule request, they will not see the accrual balance

Best Practice

Regularly audit your user profiles to ensure manager assignments are current, as this directly affects who can view leave accrual balances during the approval process.