Understanding time off bank balances

Want to know what the different balance figures mean in your employees' time off banks?

You can view an employee's bank balances by going to Time off > Banks and clicking on their name.

You'll see four different values:

Here's what each one means.

The Current Balance shows how much time is currently available in the employee's bank right now.

This balance doesn't take any future booked leave into account.

For example, if an employee has been allocated 80 hours of holiday, their Current balance will show 80 hours until leave is actually taken.

The Approved balance shows leave that has already been approved and scheduled for future dates, but hasn't happened yet.

In other words, these hours are already spoken for, even though they haven't yet been deducted from the employee's 'Current balance'.

The Available balance shows how much leave the employee can still book.

It's calculated as:

Current balance - Approved leave

For example:

An employee has:

Their balances would look like this:

This means the available balance gives you the most accurate picture of how much leave an employee has left to book.

The Taken balance shows how much leave has already been used to date.