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Free report template · Word

Leave Balance Statement

A leave balance statement shows an individual employee how much leave they have under each head for a period: opening balance, leave credited, leave availed, lapsed or encashed days and closing balance. HR issues it periodically or on request.

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[Company Logo][Company Name]

LEAVE BALANCE STATEMENT

Company:
[Company Name]
Statement Period:
[DD/MM/YYYY] to [DD/MM/YYYY]
Issued On:
[Date]
Employee Name[Employee Name]
Employee ID[Employee ID]
Designation[Designation]
Department[Department]
Date of Joining[Date of Joining]

A. Summary by Leave Type

Leave TypeOpening BalanceCreditedAvailedLapsedEncashedClosing Balance
Casual Leave[Number][Number][Number][Number][Number][Number]
Sick Leave[Number][Number][Number][Number][Number][Number]
Earned / Privilege Leave[Number][Number][Number][Number][Number][Number]
Compensatory Off[Number][Number][Number][Number][Number][Number]

B. Leave Availed During the Period

Sl. No.FromToDaysLeave TypeApproval Ref.
1[DD/MM/YYYY][DD/MM/YYYY][Number][Leave Type][Reference Number]
2[DD/MM/YYYY][DD/MM/YYYY][Number][Leave Type][Reference Number]
3[DD/MM/YYYY][DD/MM/YYYY][Number][Leave Type][Reference Number]

C. Notes

  1. Leave without pay availed during the period: [Number] days.
  2. Under the leave policy, a maximum of [Number] days of [Leave Type] can be carried forward to the next year; balance above this limit will [lapse / be encashed] as per policy.
  3. Please report any discrepancy to [HR Name] at [Email Address] within [Number] working days of this statement. After this date, the balances above will be treated as confirmed.
For [Company Name]
[HR Name]
HR Department

What this template includes

  • Statement period and as-on date
  • Head-wise table covering opening, credit, availed, lapsed, encashed and closing balance
  • Month-wise detail of leave availed for verification
  • Note on carry-forward limits as per policy
  • Contact for queries and a deadline to raise discrepancies
  • HR signature or system-generated note

When to use it

  • At the end of the leave year before carry-forward or lapse
  • When an employee disputes the balance shown on the salary slip
  • Before processing leave encashment or full and final settlement
  • For employees returning from long leave who need to plan further leave

How to customise this template

  1. 1Add or remove columns depending on whether your policy allows lapse or encashment
  2. 2Paste the month-wise detail from your leave register
  3. 3State the carry-forward cap as a placeholder from your policy
  4. 4Issue as a PDF on letterhead or embed in your payroll email

HR tips

  • Reconcile the register with attendance before issuing statements
  • Give employees a clear window, such as [Number] days, to raise corrections
  • Do not mix statutory and company-specific leave types without clear labels
  • Issue statements to all staff at the same time to reduce one-off queries

For HR & hiring managers

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Frequently asked questions

How is leave balance calculated?+

Closing balance equals opening balance plus leave credited during the period, minus leave availed, lapsed and encashed. The table in this template follows that formula column by column.

Can an employee ask for a leave balance statement?+

Yes. Most employers provide it on request or show it on the payslip or HRMS. A formal statement is useful before resignation or encashment.

What should I do if my leave balance is wrong?+

Raise it with HR in writing within the time given on the statement, quoting the dates you believe are incorrectly recorded, along with approval copies if you have them.

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