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Time Off Balance Grid - Fields Explanations
The Balance Grid in Time Off provides detailed information about an employee’s Time Off balance, including accrued, used, approved, pending, and available time. Below is an explanation of each field displayed in the Balance Grid.
Current Balance
The Current Balance is calculated using the following formula:
Available as of today minus Approved for future use in the current accrual year minus Pending for the current accrual year.
This represents the employee's current available Time Off after accounting for future approved and pending requests.
Available as of Today Total
The Available as of Today Total represents the total number of unused but accrued days or hours available to the employee.
The value may be displayed as hours or days depending on the Time Unit configured for the Time Off policy.
The total includes available days or hours from both previous years and the current year.
Accrued as of Today
The Accrued as of Today field shows the total amount of Time Off accrued up to the current date.
In other words, it represents how many days or hours the employee has earned so far.
Used as of Today
The Used as of Today field shows the amount of Time Off that has already been used by the employee.
The Time Off request must have been approved and the requested dates must already have occurred, meaning the dates are in the past.
Approved for Future Use Total
The Approved for Future Use Total shows the total amount of Time Off requested by the employee that has been approved but has not yet occurred.
These requests have dates in the future.
Pending Total
The Pending Total shows the total number of Time Off hours or days requested by the employee that have not yet been approved.
Accrual Year Start
The Accrual Year Start shows the date on which the employee's accrual year begins.
Depending on the Time Off policy configuration, the accrual year can be based on a specific date, such as January 1, or on the employee's anniversary date.
Time Unit
The Time Unit determines the unit used to calculate and display Time Off.
Time Off can be calculated in:
- Days
- Hours
Accrued from Current Year
The Accrued from Current Year field shows the number of Time Off days or hours the employee has accrued during the current accrual year.
Accrued from Last Year
The Accrued from Last Year field shows the amount of available Time Off accrued during the previous accrual year.
This applies when the employee had available Time Off that was carried over or otherwise made available from the previous year.
Approved for Future Use (from Current Year)
The Approved for Future Use (from Current Year) field shows the amount of Time Off requested by the employee using the current year's accruals.
The request has already been approved, but the requested dates are in the future.
Approved for Future Use (from Last Year)
The Approved for Future Use (from Last Year) field shows the amount of Time Off requested by the employee using the previous year's carried-over accruals.
The request has already been approved, but the requested dates are in the future.
Assignment Type
The Assignment Type field shows the assignment type associated with a specific employee record.
Available from Current Year
The Available from Current Year field shows the amount of unused Time Off accrued during the current year.
This represents the days or hours the employee has earned during the current year that are still available for use.
Available from Last Year
The Available from Last Year field shows the amount of unused Time Off accrued during the previous year that was carried over and is still available.
The amount may include Time Off carried over from the previous year as well as additional accruals from previous periods, depending on the policy configuration.
Current Period Accrued
The Current Period Accrued field shows the amount of Time Off accrued during the employee's current accrual period.
For employees whose balance records have a Time Off policy assigned, the current period represents the specific policy's accrual year.
If the selected balance record does not have an assigned policy, the current period is based on the accrual year settings configured under:
Settings > Time Off > Policies > Accrual Year Settings
Current Period Used
The Current Period Used field shows the amount of Time Off used during the employee's current accrual period.
For employees whose balance records have a Time Off policy assigned, the current period represents the specific policy's accrual year.
If the selected balance record does not have an assigned policy, the current period is based on the accrual year settings configured under:
Settings > Time Off > Policies > Accrual Year Settings
Last Accrual Date
The Last Accrual Date shows the date when the employee's most recent Time Off accrual occurred.
Pending Approval (from Current Year)
The Pending Approval (from Current Year) field shows the total amount of Time Off requested using the current year's accruals that has not yet been approved.
Pending Approval (from Last Year)
The Pending Approval (from Last Year) field shows the total amount of Time Off requested using the previous year's carried-over accruals that has not yet been approved.