Employee Profile - "Time Off" tab

In the "Time Off" tab, you'll find all time off information for the employee. This page is broken into four sections:

  • Time Off Leave Types
  • Yearly Usage
  • Requests
  • Transactions log

This article will explain the information you can find in each section. 

Time Off Leave Types

The time off balance cards are the first thing you'll notice at the top of this page. Each one represents a leave type assigned to the employee and displays the amount of time the employee has available to request off as of today's date.

To get more information about each leave type, click on the three dots in the corner of each card, and a dropdown menu will be displayed. 

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View Details

This will give you a quick snapshot of the details of the Time Off policy. It shows the balance today, the future time scheduled, and how much time the employee has taken so far in the current year.

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It also shows the parameters of the currently assigned Time Off Policy.

Calculate Balance 

This feature allows you to view what a balance was, or will be, on any date you select. Click here for a step-by-step guide on calculating time off balances.

Make Adjustment 

You can use this feature to add or subtract any amount from an employee's time off balance as of any date you want. We recommend adding a note about any adjustments to explain why it was made. Learn more in this step-by-step guide to adjusting your Time Off balance.

Change Policy

It's common for Type Off Types to have multiple Time Off policies. You can easily change the Time Off policy to which this employee is currently assigned using this tool, and the change will take effect immediately.

However, if you don't want to change the policy right away and instead want to schedule it for a specific date, you can do so in "Time Off." This article will show you how. 

Erase accruals

If you want to delete all accruals for this Time Off Type, you can do so with a single click.

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Requests and manual adjustments will not be deleted, and the Time Off Type will be removed from the employee's profile. You can reassign the employee to a new policy in "Time Off." Learn more about configuring and assigning Time Off Types and Time Off Policies. 

Yearly Usage 

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The following section, yearly usage, displays a visual representation of the time off types the employee has used for the year until today. 

Each Time Off Type is represented by the colour you selected when configuring it, and there's also a handy legend above to remind you what each colour means.

To see the yearly usage for previous years, use the dropdown on the top right corner.

Requests

In the "Requests" section, the table displays all time off requests the employee has made, including the request date, type, how many days requested, the description and the request status (approved or denied). 

Transactions Log

Lastly, on the Transactions Log, you'll see all transactions that have impacted the employee's balance for the selected Time Off Type.

To view the transactions of a different Time Off Type, use the dropdown in the top right corner to select it. 

By clicking on the "Date" column title, you can sort this table by descending or ascending date.

To learn more about a ledger entry, hover over the (i) symbol.

The transaction log is extremely useful in determining why an employee's balance is what it is and can help you answer any questions that may arise from your employee. 

We hope this article helped you understand what you'll find in the "Time Off" tab of your employee's profile. Continue learning about the information you'll find in the other tabs by clicking the links below! 

  Discover more about the Employee Profile

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