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 determine 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 that are available to them.
Carried Over - If an employee is entitled to carry over unused time from the previous year, it appears in this column.
Earned - The number of hours that have been accrued as of the current date, 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 appears in this column.
Balance - Displays the balance as of the current date.

Note:

If you must search for a balance summary between a specific date range, note that the standard report does not display year-end expiry values. To get an accurate balance summary, set the start date to January 1st. Set the end date to whatever date you want to view the balance to. If required, 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 Summary report:

Time-Off Balance Adjustments:
- Amount (Excluding year-end expiry) - Displays the balance without taking year-end expiry into account. Use this when running a report within a single year.
- Amount (Including year-end expiry) - The balance calculated includes the year-end expiry. Any positive balances at the end of the year are automatically adjusted to zero. Use this when running a report across multiple years. Use this in conjunction with Expired to see the full balance expiry at the end of the plan period. It also shows the carryover amount credit at the beginning of the plan period.
- Carried Over - If an employee is entitled to carry over unused time from the previous year, it appears in this column.
- Carryover Expiry - If any carryover expired it appears in this column.
- Date Applied - The date the change was applied. Add this if you are looking to display each time off change individually.
- Earned - The number of hours that have been accrued for the specified date range.
- Expired - The amount of time-off that has expired at year end for the specified date range.
- Used - The amount of used time-off for each time-off type for the specified 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 required for the time-off type.
- Name - The name of the time-off type.
- Track Only - Indicates when a time-off type is track only.

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