How do I use the Time Off Balance Report?

How do I use the Time Off Balance Report?

Introduction
The Time Off Balance Report in guHRoo provides a detailed look at employees' time off balances, showing accrued, used, and adjusted totals over time. It also displays future calculations for any scheduled time off. This report is available only to client-admin users and can be filtered and exported for custom reporting.

Steps/Procedures

  1. Accessing the Time Off Balance Report

    • Log in to your guHRoo account as a client-admin user.
    • In the left sidebar, navigate to the Reports section.
    • Select Time Off Balance Report from the list of available reports.

  1. Understanding the Report’s Default View

    • By default, the report displays data from the last 30 days.
    • It includes all active employees and all time-off policies across all categories.

  2. Filtering the Report
    Customize your report by using the filter options at the top of the page:

    • Date Range: Choose specific start and end dates to focus on a particular time period.
    • Policy Categories: Select one or more time-off policies (e.g., vacation, sick leave) to narrow down the report.
    • Employee Active Status: Filter by active, inactive, or all employees, depending on your needs.

  1. Understanding the "Scheduled" Column

    • If you set the report’s end date to a future date, the Scheduled column will display the total hours for approved time off requests that fall within that future date range.
    • If the date of a time off request has already passed, those hours will appear in the Used column instead.
    • The Scheduled column only includes hours for approved requests with dates that have not yet occurred.

  2. Exporting the Report

    • You can export the report in PDF or CSV format by selecting the appropriate option on the page. This allows you to save or share the report data outside of the guHRoo platform.
    • The report will open in a new tab.

Important Notes

  • The Time Off Balance Report does not include accrual projections. If your selected date range includes any future dates, the report will not project accrued time off for those dates. It will only show current accrued balances and any approved scheduled hours.

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