Time-Off Balance Details Report

The Time-Off Balance Details report contains a complete breakdown of each employee’s time-off changes. This report's helpful when you need more information than what's on the Time-Off Balance Summary report. It includes an entry for each adjustment made to an employee's time-off. This covers the date of the change and the type of adjustment (like a manual increase or usage). It also shows the type of time-off the adjustment is for (like vacation time or sick leave).

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

This report displays the following for each employee:

Time-Off Type -Shows the employee's name and the time-off types available to them.
Date -The date the change was applied.
Adjustment Type -Shows if the adjustment is from regular use or a manual increase or decrease.
Amount -The amount of time-off that's debited or credited.
Balance -Shows the current balance.
Accrual Rate -If the time-off change is based on hours worked, shows the accrual rate.
Hours Worked - If the time-off change is based on hours worked, shows the hours worked reported on the employee’s approved time entry.

Note:

If you need to search for a balance summary between specific dates, keep in mind the standard report doesn't show year-end expiry values. To get an accurate balance summary, set the start date to January 1st and the end date to whenever you want to see the balance. If needed, you can customize the report to include year-end expiry

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 Details report:

Time-Off Balance Adjustments:
- Amount (Including year end expiry) -This includes year-end expiry. Any positive balances are set to zero on December 31st, and carryover is credited back on January 1st.
- Amount (Excluding year end expiry) -Shows the balance without year-end expiry. Use this for reports within a single year.
- Amount - Shows a running total of an employee’s balance.
- Carried Over -If an employee carried over unused time-off 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.
- Earned -The number of hours that's been accrued as of today.
- Expired -The amount of time-off that's expired at year end.
- Used -The amount time-off used for each type.
Time-Off Change Type:

Name -The name of the time-off change type. For example, 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 type.
- Name -The name of the time-off type.
- Track Only -Indicates when a time-off type is track only.

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