Time-Off Balance Summary Report

The Time-Off Balance Summary report displays the amount of time-off employees have earned up to the current date. This is based on the rules defined in the plan assigned to them. This report is useful for accounting purposes when you need to check an employee’s available time-off balance on a specific date.

To view the Time-Off Balance Summary report, go to Reports > Employees/HR > Time-Off Balance Summary.

This report displays the following for each employee:

• Time-Off Type - The employee’s name and the time-off types available to them.

• Carried Over -If an employee is entitled to carry over unused time from last year, it shows up here.

• Earned -The number of hours that's been accrued as of today for each time-off type.

• Used -The amount of used time-off for each time-off type in the plan.

• Carryover Expiry -If any carryover has expired, it shows up here.

• Balance -Shows the balance as of today.

To customize this report and display it in the Report Builder, click Customize. For more information, see Report Customization.

The following selections are included for customization on the Time-Off Balance Summary report:

• Time-Off Balance Adjustments:

  • Amount (Excluding year-end expiry) -Shows the balance without year-end expiry. Use this when running a report for a single year.

  • Amount (Including year-end expiry) -This includes year-end expiry. Any positive balances at year-end are set to zero. Use this for reports across multiple years, and with Expire to see the full balance expiry at the end of the plan period. It also shows the carryover credit at the start of the plan period.

  • Carried Over -If an employee can carry over unused time from last year, it shows up here.

  • Carryover Expiry -If any carryover expired, it shows up here.

  • Date Applied -The date the change was applied. Add this if you want to show each time-off change individually.

  • Earned -The number of hours that's been accrued for the selected date range.

  • Expired -The amount of time-off that's expired at year-end for the selected date range.

  • Used -The amount of time-off used for each type in the selected date range.

• Time-Off Change Type:

  Name -The name of the time-off change type. For example, approved time-off request, manual adjustment, or automatic accrual.

• Time-Off Type:

  • Display Name -The time-off type display name.

  • Inactive -Indicates when a time-off type is inactive.

  • Increment Unit -Indicates whether the minimum increment of time-off is in days or hours.

  • Minimum Increment -The minimum increment of time-off needed for the time-off type.

  • Name -The name of the time-off type.

  • Track Only -Indicates when a time-off type is track only.

General Notices