How do I use the Time Off Balance Report?

The Time Off Balance Report shows historical data for employees’ accrued, used, and adjusted time off totals, and future calculations for scheduled time off.

This report is available to client-admin users only. To access it, navigate to the Reports section through the link on the sidebar. From there, choose the Time Off Balance Report from the list.

By default, the report will show all policies for active employees from all categories from the last 30 days. Use the options at the top of the page to filter by date range, policy categories, and employee active status. Reports can also be exported as a PDF or CSV. 

If you choose a future date as the end date for the report, the Scheduled column will show the total hours for approved time off requests for that date range. If the date of the request has already passed, those hours are totaled under Used. The Scheduled column is only for approved requests whose dates have not yet occurred.

Note: The Time Off Balance Report does not include accrual projections. If one of both of the dates in the filtered date range are in the future, the system will not include the projected totals for accruals in that range.

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