---
title: "Balance Tracked vs Not Tracked"
slug: "balance-tracked-vs-not-tracked"
description: "Manage time off effectively with our system, tracking accrued hours or fixed assignments for vacation, sick leave, and more. Customize settings for your needs."
updated: 2025-04-23T13:44:12Z
published: 2025-04-23T13:44:12Z
canonical: "help.workeasysoftware.com/balance-tracked-vs-not-tracked"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.workeasysoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Balance Tracked vs Not Tracked

These settings define how your system manages time off by tracking accrued hours or allowing fixed time-off assignments without a balance.

### Balance Tracked

Employees earn time off based on defined accrual rules. For example, they might accrue 1 hour of paid time off for every 40 hours worked. As hours accumulate, employees can submit requests against their available balance.

Use this for:

- Vacation
- Sick leave
- Other policies requiring hour-by-hour tracking

### Balance Not Tracked

No accrual bank is maintained. Employees request time off in set increments, such as full days or half days, without drawing from a tracked balance.

Use this for:

- Jury duty
- Bereavement
- Floating holidays or one-time special leaves

### **General Settings**

Configure core details for each time-off type:

- Name and Code
- Balance Type (tracked or not)
- Paid or Unpaid Time Off designation

![](https://7523197.fs1.hubspotusercontent-na1.net/hubfs/7523197/image-png-Apr-23-2025-01-12-50-6241-PM.png)

### **Requesting Time Off Settings**

#### Employee Request Options

- Employees can request their own time off.
- Requests may be for full days, half days, or hourly blocks.

#### Validations

Control how and when requests are submitted.

#### Manager Overrides

Managers may override validations in special cases, such as long-tenured employees.

![](https://7523197.fs1.hubspotusercontent-na1.net/hubfs/7523197/image-png-Apr-23-2025-01-13-57-2666-PM.png)

### **Balances and Accrual Rules Settings**

#### **Policy Renewal Cycle**

Determine how often the balance resets:

- Specific date (e.g., January 1 every year)
- Hire date anniversary of each employee

#### **Accrual Rules**

- Update: Modify existing rules mid-cycle. Balance is recalculated from the cycle start.
- Reset: Clear and recalculate balances based on current policy dates, assignment dates, or hire dates.

![](https://7523197.fs1.hubspotusercontent-na1.net/hubfs/7523197/image-png-Dec-27-2024-09-12-48-6995-PM.png)

> If you have questions, please call us at (888) 783-1493, email [support@workeasysoftware.com](mailto:support@workeasysoftware.com), or [submit a ticket.](https://www.workeasysoftware.com/resources/submit-a-ticket)