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).
User Selection
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.
Balance Overview List
Each time off category listed shows the following:
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Category Name: Examples include General Time Off, Birthdays, or Vacation.
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Unit: Indicates whether time off is tracked in days or hours.
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Used: Shows the amount of time off already taken (e.g., "164 hours used").
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Remaining: Displays how much time off is still available (e.g., "1 hour left").
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Progress Bar: A visual indicator representing how much of the allocated time off has been used.
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Arrow Icon: Tap to expand and view full details in a side panel.
Date Filter + Requests Section
- 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 🗑️
- Fields include: Time Off Category, Status, Type, Period, Duration
Detailed Sidebar View
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:
- Manual adjustments by admins
- Automated accrual entries by the system
Admin Options Menu
In the sidebar, tap the three dots ⋮ in the top-right corner for two important admin actions:
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Record Time Off: Allows an admin to manually log a time off request, such as for retroactive emergencies.
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Adjust Balance: Enables an admin to manually add or subtract hours or days from a user's time off balance.
