How do Accrual and Balances work

Navigate to the Time Off page, then click on Accrual and Balances.
This section displays a list of time off categories with available or used balances for a selected user.

Only categories with accrued time will appear here.
Categories without accrual settings are excluded (as they have no balance to track).

At the top of the page, a User dropdown allows you to switch between employees.
By default, the dropdown auto-selects the user currently logged in on the Timeero web app.

Each time off category listed shows the following:

Category Name: Examples include General Time Off, Birthdays, or Vacation.
Unit: Indicates whether time off is tracked in days or hours.
Used: Shows the amount of time off already taken (e.g., "164 hours used").
Remaining: Displays how much time off is still available (e.g., "1 hour left").
Progress Bar: A visual indicator representing how much of the allocated time off has been used.
Arrow Icon: Tap to expand and view full details in a side panel.

A calendar icon in the top right lets you filter the data by a specific date.
At the bottom of the page, a Requests table will display all time off entries matching the selected date.
- Fields include: Time Off Category, Status, Type, Period, Duration
- Actions include: view 👁️, approve ✅, reject ❌, delete 🗑️

Tapping on any time off category opens a sidebar with more granular data:

Balance Details:

Carried Over from Last Year - all the time off left unused from last year
Total Requested - shows how many hours/days of time off have been approved
To Be Carried Over to Next Year - shows the current balance, and once the new year starts, what that balance say it will be carried to the next year

Transaction History:

Displays logs of all balance changes, including:

Admin Options Menu:

In the sidebar, tap the three dots ⋮ in the top-right corner for two important admin actions:

Record Time Off: Allows an admin to manually log a time off request, such as for retroactive emergencies.

Adjust Balance: Enables an admin to manually add or subtract hours or days from a user's time off balance.