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As an admin, how do I preview an employee's leave accrual before assigning a policy?

Before you finish setting up a leave policy, you can check exactly when and how much leave a specific employee will accrue — including the full ramp for a tenure-based policy — without saving or assigning anything yet.

Written by Vaibhav Kashyap

Step 1 - Open the accrual preview

On the Accrual step of a leave policy, fill in the accrual fields for at least one rule. For a tenure-based policy, your first phase must start at 0 tenure from DOJ before you can continue. Once the required fields are filled in, click Preview Accrual Dates.


Step 2 - Choose an employee

In the drawer that opens, use Search any employee by Name or ID to pick who you want to preview the accrual for. Until you select someone, Asanify shows a message asking you to select an employee instead of a timeline.


Step 3 - Read the accrual timeline

Once you pick an employee, Asanify loads a timeline of accrual events for them, each tagged Date of Joining, Accrual or Adjustment, showing the leave credited and the running balance on that date. On a tenure-based policy, the timeline is grouped into one collapsible section per accrual phase — click a section's header to expand or collapse it. If nothing accrues for the selected employee under this policy, Asanify shows a message saying no accrual dates were found.


Step 4 - Continue or close

When you're satisfied with the ramp, click Set Reset Rules to move on to the policy's reset settings, or close the drawer to keep changing the accrual rules first.

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