Use the Balances page to review an employee’s time off balances, view balance activity by policy cycle, adjust balances, or add time off for the selected employee.
A product license is required to access Time Off features.
WorkEasy Software tracks time off balances in hours, not days.
View Time Off balances
Go to Time Off > Balances.
Select an employee from the employee list, or use the search field to search by ID or name.
Review the employee’s available balance cards at the top of the page.
In Balance details, select the applicable time off type.
Select the balance view filter:
Current policy cycle to view balances for the active policy cycle.
Calendar year to view balances for a specific year.
Custom range to filter balances using a custom date range.
If Calendar year is selected, choose the applicable year.
Review the balance activity table.
Adjust a time off balance
Go to Time Off > Balances.
Select or search for the employee whose balance needs to be adjusted.
Select Adjust balance.
In the Adjust Balance window, select the applicable Time Off Types option.
Select the applicable Adjustment Type.
Enter the adjustment details.
Select the applicable Effective On date for the balance adjustment.
Review the Summary. The summary shows the actual balance, added amount, effective date, and available balance.
Select Save.
