View Time Off Balances
How can I view available balances for time off categories?
Purpose: Staying updated on time off balances helps employees plan a vacation ahead of time. This help guide will show you where you can go to view time off balances.
Table of Contents
The company-wide request count for each category +/- one month determines the order of time off categories in BambooHR. Therefore, categories will show based on the most requested time off categories at your company. If there is no history for any time off categories, they will sort alphabetically until a history develops. Time off categories are also in this order within the Time Off Widget, Time Off tab, Time Off Balances report, and mobile app.
Time Off Widget
The Time Off widget (located on Home) provides a brief overview of current time off balances for all time off categories. An employee can click on a balance to go to their Time Off tab for more specific information. Remember that what an employee can see in their Time Off widget bases on what you have selected for employee access.
Time Off tab details
The Time Off tab shows detailed information for each employee regarding their time off balances. The following information displays for each time off category:
- Hours available: The current balance that is available to the employee as of today. Please note that any scheduled time off will not deduct until the first day of the request window.
- Accrual policy: The time off policy assigned to the employee.* (The employee will only see the policy listed if you give them access.)
- Upcoming Time Off: The amount of approved time off that the employee has requested for a future point in time.
- Flexible time off category: This time off category only tracks used time off. A balance does not accrue, and the time off category cannot have a manually added balance.
- Accruals paused: If an employee has their time off accruals paused for an extended period of time, a red notice will show on their Time Off tab.
*Note: There may not be an accrual policy associated with the specific time off category. A manually updated policy means that the employee's balance bases on manual adjustments made by an administrator. An unlimited or flexible time off policy tracks time off taken for the employee, rather than awarding a specific balance.
Do you know that you can view time off balances in the mobile app?