ou can now view and export the absence balances of your employees directly from Strobbo.
🔍 Here's how to find it:
Go to Planning
Click on Absences & Availability
Then select Absence Balances
This gives you a clear overview of remaining leave for each team member.
This guide covers the following points:
How this screen works
The absence balances overview gives you a clear view of all available balances per employee.
🔎 Use the filter button to filter by employee or absence type.
A search bar has also been added to help you quickly find what you need.
📁 At the top, you’ll see two useful buttons:
Export: download the data to Excel
Adjust balance or assign leave: directly from this screen (more info coming soon)
How to adjust a staff member’s remaining leave balance
Go to the row of the employee whose balance you want to adjust and click the pencil icon at the end.
A pop-up will appear showing:
The employee’s name (cannot be changed)
The type of leave (cannot be changed)
The starting balance
The current balance
The validity period
Make the necessary changes and click Save.
When the balance has been successfully adjusted the following message will appear at the top of your screen.
How to add a leave balance
If there is no absence balance yet for an employee, click the green “Add absence” button.
A pop-up will appear where you select:
The employee
The type of absence
The starting balance
The current balance
The starting balance is the amount the employee begins the year with. This does not change throughout the year. The current balance can fluctuate due to, for example, taking leave or accumulating overtime.
Choose the validity period of the balance.
How to view the logs
To view the transactions, click on the following symbol.
A pop-up will open with a summary of the transactions.
How to remove a balance
You can delete a particular balance by clicking on the cross on the end.
The following pop-up appears. Select the applicable action.
Note: this cannot be undone.
If you cannot delete a type, it means that there are still holiday days associated with the type. These must be removed before you can continue.
How to export data
Click on the blue “export” button.
A pop-up then appears, in which you select:
- The validity date of the leave you want to export
- The type of leave you want to export
- You also have the option to export the hours for only a certain contract type
- Deselect the employees that you do not want to export
Once you have chosen all the necessary filters, click on “export” to download data to an Excel file.
How to import the data
You can also make an import from the exported file to update your employees’ absence balances.
Please note: It is important that you do not grant any absences between exporting and importing. This will result in the following error.
Working with the exported file has the advantage that all personnel data and holiday types are correct.
To import balances, proceed as follows.
Take an export of the desired data.
Make the necessary adjustments to the file.
Go to “Planning” - “Leave balances” and click “import”.
When you click on import, you have two options:
Add to current balances: The balance is added to the current balance
Overwrite current balance: The current balance is overwritten with the balance in the file.
If you want to overwrite the current balances, you can choose to
take into account leave requested in the future.
If you do this, you must select the date from which this is valid.
Click on import.
If your import is successful, you will see the message “import successful” at the top in green.
If your import is unsuccessful, you will receive an error message. The error message will always inform you about which lines need data adjustments.