In the Accrual and Balances section, you can see each user's time off accrual and usage history. Select one user at a time to see their individual time off details.
Manage Accruals & Balances
In the Accrual and Balances tab section, you can see each user's time off accrual, usage history, and associated balances. Select one user at a time to see their individual time off details.
Auto-approved PTO Entry:
- Timesheet entries are only created when PTO is to be paid- a timesheet entry can be added
- Holidays' that are company approved, will be auto-approved within the system
- If the auto-request is approved and not to be paid, no timesheet entry is needed
View how much time off each user has used and how much they still have available. When you click on each category, the right-side bar appears to show a history of their time off balance. The Transaction History will show:
Click on each desired category to see the time approved for each section
- Navigate through each category to view the total approved accrual hours
- Only approved hours will show on the history log
- Each time our system logged a new accrual
- Each approved time off request deducted from the total
- Each manual adjustment by admins/managers
You can also see how much time off someone has left when you view their Time Off Requests.
Adjusting the User's PTO balance:
- Navigate to the accrual/balances tab
- Admins can add/subtract from that each category
- When selecting a user, a users remaining PTO will be shown per category
- An effective date and reason as to why must be provided
* The effective date can't be a future date when adjusting the approved PTO