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View an employee's time off balance
View an employee's time off balance

How to see leave balance of an employee.

Oliver Cook avatar
Written by Oliver Cook
Updated this week

If you need to see the time off balance for an employee two places are best to do this.

Employee profile

  1. Go to the employee's profile.

  2. On the profile menu, click Time off.

Time off summary

Here you can see your time off summary showing how much time off the employee has remaining in their assigned time off policies.

Time off details

Under Time off details you can see more details about your time off policies such as:

  • The allowance period

  • Policy balance

  • Accrual

    • Current period

    • Carry over

📌TIP: You can manually change the balance in the current period for a time off policy by clicking Change balance.

Under Time off approved by is a list of time off approvers for this employee.

Time off history

Under Time off history you can see any active time off requests, as well as historic time off for the employee. You can cancel and edit time off requests from here.

Time off status report

If you want to view the time off balance for multiple employees on one page, you can use the Time off status report.​

Read more

📎NOTE: If you can't see last year on the Period drop-down, this can occur for the following reasons:

  • The policy wasn't created until this year

  • The policy wasn't assigned to any employees in the previous year

  • The policy resets on the anniversary of the employee's start date

  • This type of policy doesn't generate a report for the previous year

  • The policy is a 'once' accrual type policy. These policies don't reset so don't produce a historic report


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