---
title: "Manage Time Off Balances"
slug: "manage-time-off-balances"
updated: 2026-05-28T15:42:49Z
published: 2026-05-28T15:42:49Z
canonical: "help.workeasysoftware.com/manage-time-off-balances"
---

> ## 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.

# Manage Time Off Balances

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

1. Go to **Time Off > Balances**.
2. Select an employee from the employee list, or use the search field to search by ID or name.
3. Review the employee’s available balance cards at the top of the page.
4. In **Balance details**, select the applicable time off type.
5. Select the balance view filter:

![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-PGR3NXXH.png?sv=2026-02-06&spr=https&st=2026-11-01T12%3A42%3A51Z&se=2026-11-01T13%3A42%3A51Z&sr=c&sp=r&sig=OC1%2B%2Bd0S67SwPHWld9L%2FGX2ULqBeL%2BdQykVX1u2eTvg%3D)
  - **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.
6. If **Calendar year** is selected, choose the applicable year. ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-BYESENZA.png?sv=2026-02-06&spr=https&st=2026-11-01T12%3A42%3A51Z&se=2026-11-01T13%3A42%3A51Z&sr=c&sp=r&sig=OC1%2B%2Bd0S67SwPHWld9L%2FGX2ULqBeL%2BdQykVX1u2eTvg%3D)
7. Review the balance activity table.

## Adjust a time off balance

1. Go to **Time Off > Balances**.
2. Select or search for the employee whose balance needs to be adjusted.
3. Select **Adjust balance**. ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-Q56DYCEN.png?sv=2026-02-06&spr=https&st=2026-11-01T12%3A42%3A51Z&se=2026-11-01T13%3A42%3A51Z&sr=c&sp=r&sig=OC1%2B%2Bd0S67SwPHWld9L%2FGX2ULqBeL%2BdQykVX1u2eTvg%3D)
4. In the **Adjust Balance** window, select the applicable **Time Off Types** option.
5. Select the applicable **Adjustment Type**.
6. Enter the adjustment details.
7. Select the applicable **Effective On** date for the balance adjustment.
8. Review the **Summary**. The summary shows the actual balance, added amount, effective date, and available balance.
9. Select **Save**. ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-11H95HRE.png?sv=2026-02-06&spr=https&st=2026-11-01T12%3A42%3A51Z&se=2026-11-01T13%3A42%3A51Z&sr=c&sp=r&sig=OC1%2B%2Bd0S67SwPHWld9L%2FGX2ULqBeL%2BdQykVX1u2eTvg%3D)