View Time Off Balances

This feature is included in the Core, Pro, and Elite packages.

How can I view available balances for time off categories?

Purpose: Staying updated on time off balances helps employees plan PTO ahead of time. This help guide will show you where you can 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 be sorted alphabetically until a history develops. Time off categories are also in this order in the Time Off widget, Time Off tab, Time Off Balances report, and mobile app.

Time Off widget

Screenshot of the Time Off widget on the BambooHR Home page. The widget displays two categories—Flexible Time and COVID-19 (Sick Leave)—each showing the number of days or hours used year-to-date. Below these balances is a green button labeled “Request Time Off.”

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. What an employee can see in their Time Off widget is based on their access level settings.

Time Off tab details

Screenshot of an employee’s Time Off tab within BambooHR, showing detailed balances and upcoming time off. The page header includes the employee’s name, job title, and navigation tabs such as Personal, Job, Time Off, Benefits, and Timesheet. Within the Time Off section, several cards display information: a balance of available hours, hours of sick time used, upcoming approved time off with holiday dates, and vacation hours available. Numbered black circles mark different areas, aligning with the explanation in the help guide: (1) hours available, (2) accrual policy, (3) upcoming time off, (4) flexible time off tracking, and (5) a notification for paused accruals shown in red text.

The Time Off tab shows detailed information for each employee regarding their time off balances:

  1. Hours available: This shows the current balance available to the employee as of today. Any scheduled time off will not be deducted until the first day of the request window.
  2. Accrual policy: This shows the time off policy assigned to the employee.* (The employee will only see the policy listed on their Time Off if you give them access.)
  3. Upcoming time off: This section indicates the amount of approved time off that the employee has for a future date, including both requested time off and company holidays.
  4. Flexible time off category: This time off category only tracks time off used. It does not have an accruing balance and cannot have a manually added balance.
  5. Accruals paused: If an employee has their time off accruals paused for an extended period of time, a notification will show on their Time Off tab.

*There may not be an accrual policy associated with the specific time off category. A manually updated policy means that the employee's balance is based on manual adjustments made by an administrator. An unlimited or flexible time off policy tracks time off taken for the employee, rather than providing a specific balance.

Do you know that you can view time off balances in the mobile app?