How are the balances that display in my time off booking dialog calculated?

When you book time off, time off balance data may display on the right-hand side of the booking dialog.

If you see a balance before and after the current booking, as of a given date, your balance is scheduled to reset on the day after the 'ending' date given. This reset is typically an annual reset, based on your company's time off year (that is, it may not be January 1st).

So the ending date given represents the end of your entitlement period for that type of time off. This balance typically shows the amount of time off you have remaining this 'year', whether it be a calendar year or not.

How balance before booking is calculated

"Balance before booking" refers to how much time off you'd have left on that day if the booking wasn't made; it doesn't mean the balance on the day before the booking; Similarly, 'balance after booking' is the amount of time off you'd have left, including the booking.
If you click the icon, information on how the balance before booking was arrived at displays.
It shows that the balance before booking, calculated as follows:

Start with…

Today’s balance

Then subtract…

Other bookings scheduled between today and the booking’s start date

Then add or subtract…

Accruals and balance resets scheduled to occur in your policy between today and the booking’s start date.

If you’re using the new version of time off, balance changes based on any new policies scheduled to take effect in the future will be factored into this calculation.

How is the year end estimate calculated?

A year-end balance estimate displays under the balance fields.

This value factors in today’s balance, all scheduled bookings, and all planned accruals and resets in your policy for that time off type, until the end of the year. If you’re using new time off, this includes changes in policies scheduled to take effect in the future; in old time off, future policies are not considered. It includes the current requested booking.

You can see a ledger-view of all scheduled changes to your balance by viewing your Balance History.


Time taken may display instead of your balance

Some time off types don't track balances. For these types, you'll see time taken instead of balances.

Time taken is simply the number of days (or hours) you’ve taken, using that time off type, since the date listed, which is the date when your current policy took effect. It does not include the current request.


My time off displays in hours. Can I change it to display in days?

No, you can’t configure what units are used; your Replicon administrator selected which units are used for each time off type when they created the types.

Are bookings that haven’t been approved used in these calculations?

Yes, all bookings that are approved or waiting for approval are included. However, rejected and unsubmitted bookings are not.

Related links

Checking your time off balance
Viewing all changes to your balance
Booking time off
How is my available time off balance calculated?
How are Future Booked Hours calculated?