QRG Employee Portal - Forecast Leave Balance as a Payee

Purpose

The purpose of this quick reference guide is to step through the process of using the Leave Forecast tool as a Payee set up as a Community User within the Community. The intended audience for this document are Payees.

Steps

Leave Forecasting Tool

Payee Leave Forecasting may be accessed by Payees within the Employee Portal as a standard Community User. The values displayed reflect the forecasted Leave Balances for the entered period, based on the Payee’s entitlements. Forecast Leave as a Payee Community User by following the below steps:

From within the Community Portal click the Leave Requests tab (see Figure 1).

Figure 1

Screenshot from QRG Employee Portal - Forecast Leave Balance as a Payee

Important Notes(Payee Leave)The exact naming convention for Leave will differ from one Org to another (based on the specific customisations applied) however should still be available for selection from the Community menu banner as indicated in the above screenshot.If the Leave tab is not displayed within the menu banner, click the More button to select from the additional navigation options available.

Click the Leave Forecast menu option from the Leave navigation banner (see Figure 2).

Figure 2

Populate the following values to define the Forecast conditions (see Figure 3).
1. In the Forecast To field, populate the future date for Leave Balance projections using the available date selection tool (see Figure 3).
2. Under Forecast Based On, select either the Actual Hours or Average Hours button.
  1. If Average Hours is selected, populate the Average Period (weeks) field with the number of weeks to use to calculate the Leave forecast.

Figure 3

Important Notes(Average Period)If Average Hours is selected as the Forecasting method, but no Average Period is entered, Leave Balance will be calculated against a four week period by default.

Click Calculate (see Figure 4).
1. The projected balance is displayed under the Forecast Balance column heading.
To modify the Forecast To date, or the basis of hours for the calculation, click the Clear button to reset the input values.

Figure 4

Field Descriptions

Field Name	Description
Approved Leave	The Employee’s current Approved Leave awaiting processing, which has been taken into account to reduce the Forecast Leave Balance.
Average Period (weeks)	The number of weeks of recent pay history used to calculate the Payee’s average hours when generating Leave Balance Forecast values. Only displayed when Forecast Based On is set to Average Hours.
Current Balance	The Employee’s current available Leave Balance as at the Forecast Start Date, before any future-dated Approved Leave is applied or any calculations on future accruals..
Forecast Balance	Resulting projected Leave Balance as at the date in the Forecast To field.
Forecast Based On	Basis for the forecast calculation — Actual Hours or Average Hours. Actual Hours: Forecast Leave Balance calculated according to the Payee’s standard contracted hours. Average Hours: Forecast Leave Balance calculated according to the Payee’s average hours for the defined period.
Forecast Start Date	The date from which the Current Balance is accrued to. The Leave Forecast will use this as its starting point for calculations.
Forecast To	The future date to project the Leave Balance to.
Leave Type	The category of Leave being Forecast (i.e. Annual Leave, Personal/Carer’s Leave etc.).

Further Information

Document	Document Type	Description
QRG Employee Portal - Update Profile Information as a Payee	Task Instructions	How to update personal data using the Employee Community Experience as a Payee.
QRG Employee Portal - View Leave Balance as a Payee	Task Instructions	How to access available Leave Balances using the Employee Community Experience as a Payee.
QRG Employee Portal - Create Payee Leave Events as a Payee	Task Instructions	How to update personal Employee data using the Employee Community Experience as a Payee.
QRG Employee Portal - Enter Payee Timesheets	Task Instructions	How to complete and submit Timesheets using the Employee Community Experience as a Payee.
QRG Employee Portal - Enter an Expense Claim as a Payee	Task Instructions	How to submit an Expense using the Employee Community Experience as a Payee.

First Published: 05 October, 2026
Last Published: 05 October, 2026

​Purpose

​Steps

​Leave Forecasting Tool

​Field Descriptions

​Further Information

Purpose

Steps

Leave Forecasting Tool

Field Descriptions

Further Information