Time off balance report has been created in the system to track vacation days for all employees in the company. This report shows the number of used and accrued vacation days, sick days, paid time off, unpaid leave, and employee workday transfers.

Interface Overview

A filter for searching by employee name has been added to the left side of the report. The Recalculate All Balances option allows you to manually update leave balances after making changes to the accrual policy or individual balance adjustments.

The vacation balance in the report shows the actual number of days accrued during the employee’s period of employment. To view the balance that the employee will see (often, the employee is shown the remaining available days until the end of the year), you can check the Employee Timeoffs section in the employee’s profile.

The report displays the following data:

The report allows you to set a new vacation or sick leave balance. To do this, click Set Balance in the employee’s row and specify the new balance of days as of the end of the selected month.

By clicking on the employee’s leave balance in the report, you will be taken to the Time Off Calculator report.