View Time Off History

How do I view time off history for a previous year?
Purpose: To help you understand how you can utilize the Time Off History table on the employee profile to view time off information.
Table of Contents
History
To view your time off history or the history of a user you have access to, follow these steps:
- Navigate to the Time Off tab.
- Select the time off category you would like to view in the History table.
- Click on the year drop-down box to change the viewable year to another individual year. Additionally, you can click All to view the full history for all years.
- Select to view subtables showing the history of time off balances or requests.
The Upcoming Time Off table shows all upcoming time off requests, whether approved and denied, and also lists company holidays occurring within the next 60 days.
The Balance History subtable displays the detailed history for accrued hours and days, including the number of used accruals up to the current date. The information in the image above includes the following:
- Adjustments: This identifies any manual adjustments made by an administrator for extenuating circumstances.
- Accruals: This information shows automatic accruals stemming from an assigned time off policy.
- Approved requests: On the first day of a request period, the system deducts the full request amount from your current balance and places it in your Balance History table.
The Requests subtable shows the associated date, comment, status, and requested amount for each request within a specific time off category. A request can have one of the following statuses:
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Superseded: When an employee changes a request currently in the Approved or Requested status, the system will mark the original request as superseded and creates a new request with the Requested status. A superseded request does not affect the employee's time off balance but provides a complete history of the request.
- If an administrator modifies a request that is in the Requested status, it also becomes superseded, but if changed after approval, the system will update the current request in the Time Off History table.
- Denied: This status indicates that an approver has declined the request. Employees cannot edit denied requests.
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Approved*: This status confirms an approver has approved the request.
- Notice that "Approved" is an active link. When an employee or an administrator clicks on the link, they can edit or cancel the request. Employees can only edit a request if the request's date is in the future. For past requests, only an administrator can edit them. If an employee edits an approved request, it will be resubmitted for approval.
- Requested: This status shows the request is still pending or awaiting approval.
- Canceled: This status applies when an employee cancels a pending request or after the request's approval, as long as the request's date still in the future.**
- *Only approved requests will be deducted from an employee's time off balance.
- **For a request that spans over multiple days, it will show with the Occurred status if the first day of the time off period has begun.
Time off adjustments to regularly accruing policies are often made during the Run Payroll process but are not always recorded on the employee's Time Off tab.
Once the payroll run is approved, the system will automatically adjust any differences between the time off balances approved in BambooHR and those processed in Payroll to balance the time off history and year-to-date totals.
The adjustment will show the date it was adjusted in payroll, the adjustment amount, and a note saying "Adjustment made by [Last Name, First Name] during payroll.”
Please note these adjustments may take a day to show up on the employee's Time Off History table.
If you adjust a flexible or manual policy during payroll, you must still manually adjust the employee's balance on their profile. Click here for more information!