The Time off balances report allows you to see the remaining time off balance for your account as well as for the members of your organization.
Step 1
Click on the Reports tab on the left sidebar and then select Time off balances under the Time Off section. You can also “star” the report so it appears under the Reports menu on the sidebar.
Step 2
You will be taken to the Time Off Balances report, which will show you the total available time off balance for each team member, how much is pending (applied and unapproved time off requests), and how much each team member has used. The Reason column will show any inputs in the reason dialog when owners/managers edit time off balances.
Optional
Filter the report using Members, and Policies drop down menus, and/or save your filters so you can apply them in future reports.
Our Scheduled reports feature will let you have reports automatically sent based on a frequency of your choosing
If you need to Export a report for your own record keeping, we offer that option as well
