The Time Off Balances Report

Understanding current leave accruals and usage for each employee is essential for effective workforce planning and policy compliance. The Time Off Balances Report provides a clear, up-to-date view of how much time off employees have accrued, how much they've used, and any applicable carryover or encashment.

This report helps HR teams, managers, and employees accurately track leave entitlements, plan future absences, and ensure consistent, transparent application of time off policies.

To open the Time Off Balances page, navigate to Reports → Basic → Leave Management.

When you click the View link on the Time Off Balances report card within the Leave Management section, you will access a detailed overview of your organization's time off accruals.

This report provides a comprehensive overview of each employee's time off balance for the selected type, including:

• Employee: The name and basic details (e.g., position, branch) of the employee.

• Time Off Type: The specific type of leave being displayed (e.g., Paid Day Off).

• Total Days Left: The total number of days of this time off type that the employee has available.

• Ongoing:

  • Left: The remaining balance of ongoing time off.

  • Exp. date: The expiration date for the ongoing time off.

  • Used: The amount of ongoing time off that has already been used.

  • Pending: The amount of ongoing time off that has been requested but is still awaiting approval.

• Carryover:

  • Left: The remaining balance of time off carried over from previous periods.

  • Exp. date: The expiration date for the carried-over time off.

  • Used: The amount of carried-over time off that has already been used.

  • Pending: The amount of carried-over time off that has been requested but is still awaiting approval.

• Encashment:

  • Left: The remaining balance of time off eligible for encashment.