Reviewing users' time off balances and history
Supervisors need this information if one of their reports has questions about their balance, or if they need to encourage reports to take time off that they’ve accumulated.
This information can help payroll managers keep track of how much time off the company owes employees and confirm that time off policies were configured correctly.
To check time off balances for your employees:
- Go to Team > Time Off and click the Team Balances link
Or, go to Payroll > Time Off. and select the Time Off Balances tab.
- Click Add Column.
- Select a time off type from the drop-down that displays.
The users’ current balances for that time off type display.
- Select Add Column to add additional time off types, as necessary.
To view the details behind a user’s balance:
- Click the user’s name.
A starting balance (as of the last scheduled balance reset or new policy start day), and all days accrued and used since that starting balance, display for each time off type.
- To view the policy details and balance history for a time off type, select the name of the type.
Refer to How is my available time off balance calculated? for information on how the current balance is determined, and for more on policy details and balance histories.
Will overtime a user converted to time off ever expire?
Time off hours that were converted from overtime are subject to all balance limits and resets configured in the time off policy the hours were saved to.
Why is time off in lieu not showing in an employee’s time off balance?
Check the approval status of the timesheet where the overtime was converted – time off is only credited to a balance once that timesheet is fully approved. Also, be sure you’re checking the balance for the correct time off type, as selected on the timesheet where hours were converted.
How do I edit items before approving them?
Booking or editing time off on behalf of a report
Booking time off for a user
Editing or deleting time off bookings
Making adjustments to users' time off balances