Time Off Tab

Earning Type Icon

Icon representing the earning type associated with the accrual balance:

•   - Sick

•   - Unpaid or Bereavement

•   - PTO

•   - Vacation

Accrual Balance Name

Name of the accrual rule governing the accrual balance. This name is employee-visible when requesting time off.

Balance Bar

Displays the employee's current available balance out of the total hours accrued for the accrual rule.

• Dark blue section - Current balance

• Light blue section - Used hours

Current Balance

Number of hours the employee has available for use on time off requests.

For unlimited policies, the current balance will always show as an infinity sign .

Total Accrued

Number of total hours the employee has accrued for the accrual rule based on policy type:

• Unlimited - Always shows an infinity sign

• Accrued - Total amount accrued for the current calendar year + carryover from the previous year

• Fixed Date - Total amount accrued this year + carryover from the previous year

As of Date

Date current balance and total accrued amounts were last updated.

Back Button

Closes the Accrual Balance Detail sidesheet and return to the Time Off tab.

Accrual Balance Name and Icon

Name of the accrual rule governing the accrual balance.

Icon representing the earning type associated with the accrual balance:

•   - Sick

•   - Unpaid or Bereavement

•   - PTO

•   - Vacation

Information Button

Displays the policy details of the accrual rule governing the accrual balance.
Learn more about the fields for the different accrual types here.

If the accrual rule has a tenure bonus, the impact to the employee is displayed.

Employee receives the tenure bonus:

Employee does not yet receive the tenure bonus :

If the PTO accrual rule has a future version, an alert is displayed at the top with the effective date for the version. The rule information displayed is for the current version of the rule.

Unassign Accrual Rule Button

Removes the accrual rule assignment from the employee.

Accrual rules cannot be unassigned if the employee has pending or approved requests associated with that accrual rule. To unassign the rule, first deny all related requests.

Removing the accrual rule will discard any balances the employee has accrued. 

Adjust Hours Button

Opens the balance adjustment form where the user can add or remove hours from the employee's current balance. Learn more about adjusting balances here. 

Total Accrued

Number of total hours the employee has accrued for the accrual rule based on policy type:

• Unlimited - Always shows an infinity sign

• Accrued - Total amount accrued for the current calendar year + carryover from the previous year

• Fixed Date - Total amount accrued this year + carryover from the previous year

Used

Number of hours the employee has used for time off requests for the accrual rule. This amount is updated on the day of the request and does not reflect hours requested for future dates.

Current Balance

Number of hours the employee has available for use on time of requests for the accrual rule. This amount will be equal to 'total accrued' hours - 'used' hours.

For unlimited policies, the current balance will always show as an infinity sign.

Balance Bar

Displays the employee's current balance out of the total hours accrued for the accrual rule.

• Dark blue section - Current balance

• Light blue section - Used hours

Current Balance as of Date

Date current balance amount was last updated.

Maximum Balance

Maximum accrual balance for the accrual rule.

Search

Filters the Balance Log for entries that contain the entered text in the Type or Status columns. 

Smart Grid Controls

 - Save/edit table views.

 - Filter column information.

 - Show, hide, and/or rearrange columns.

 - Export the table to a .csv file.

 - Refresh the table.

Learn more about working with Smart Grids here.

Balance Adjustment Entry

Adjustment made to the employee's accrual balance. 

Type

Type of the adjustment:

Adjustment - Balance was manually adjusted on the Employee Record.
Employee Request - Employee requested time off.
Accrual - Accrued hours added based on accrual rule settings.
Expiration - Accrued hours removed based on the expiration settings in the accrual rule.

Status

Approval status of employee requests:

Pending - Employee request has not been approved or denied.
Approved - Employee request was approved.
Denied - Employee request was denied.

Dates

Dates associated with the balance change.

For manual adjustments and rule-driven adjustments, the date of the adjustment is displayed.

For employee requests, the date range of the request is displayed.

PTO hours are deducted on each day of the PTO period. Prior to the associated dates, the remaining balance amount is unchanged.

Start Date

Start date that the balance change will be applied.

End Date

End date that the balance change will be applied.

Change

Amount of PTO hours to be added or removed from the employee's balance.

Remaining

Employee's balance after the change in hours is applied.

The amount in this column reflects the employee's remaining balance as of the current date. PTO hours are deducted on each day of the PTO period. For approved requests with dates in the future, the value in this column will update as associated dates have passed. For denied and pending requests, the change in PTO hours is not applied.

Reasons

User entered reason for manual balance adjustments.