The Time off summary page brings together an employee's time off balances, requests, and related tools.

You can use the page from your profile or another employee's profile.

Time off balances

This section shows balances for the time off policies assigned to the employee.

You can see up to four policies initially. If there are more policies, select Show more to see them.

Select Show less to collapse the list.

The policies follow the order set in Time off policy settings. Changing this order affects all employees.

You can also:

Search for a specific policy by name
Select View details to review accrual and balance information or edit carry over
Change an employee's balance for a policy
Use the balance to date calculator

Accrued balances

For labour-based and other non-annual accrual policies, the balance shows entitlement actually accrued to date.

This includes policies that accrue daily, monthly, or bi-weekly.

You'll see:

Future accrual doesn't appear in the balance.

EXAMPLE: An employee earns one day for each day worked. On 3 January, they've accrued three days.

If they've accrued 10 days and taken two, the balance shows 8 / 10.

In this example:

Annual accrual policies continue to show the full annual entitlement because the employee receives the entire allowance at once.

If you need to check your projected balance for a future date, use the Balance to Date report:

This section shows the employee's requests under Upcoming time off and Past time off.

Select Load more to view additional requests.

Each request shows:

You can:

When you open a request, you can:

Use the options in the top-right corner of the page to:

Select Time off approvers in the Time off requests section to view or manage time off approvers for the employee.