Available for the following HR plans: Standard, Premium, Platinum
Available for the following user access level: Manager
The following outlines the steps to view an employee's accrued time off balances via the HR classic platform.
View an employee's quick view time off balance
Warning
Only the time off balances for pending time off requests and employees who have submitted a time off request will appear on the Time off Management page.
View time off balance via the time off calendar
View employee time off category type and balance
Warning
A time off category balance will only display if you have configured the time off category and type to display in your payroll platform. To read more on how to configure your time off category and type, read either the Employment Hero Payroll, MYOB, or Xero articles.
- Click the Time option on the left-hand side menu.
- Click Time off.
- Click the Create Time off Request button
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Use the Personnel field to select the employee whose time off balance you want to view.
Warning
Do not complete the rest of the time off request details and click Submit Time off, if you are only viewing an employee's time off balance.
Further information
A breakdown of what each line calculates for the balances to appear
Here is a clear breakdown of what each line is calculating for the balances to appear:
- Time off: This will be the current time off balance as at the latest pay run. Time off balances will only update when payslips are imported from your Payroll platform.
- Approved Time off: This is a summation of all approved time off on the platform that have not been processed in a pay run/ finalised on payslips yet.
- Accrued Time off: This is a projection of an employee's accrued time off until the start date of the time off request
- This Time off Request: The currently selected time off date(s).
- Remaining Time off: The calculation of remaining time off is Time off + Accrued Time off - Approved Time off - This Time off Request.
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Next step: Edit and delete time off requests