You can view the balances accrued by employees, such as vacation days or sick time, on the timesheet’s Balances panel.
Role feature access: Timesheets > View Balances
To view an employee’s balance details in Timesheets, select the employee and then click the Balances tab. The Balances panel opens:
Click one of the three tabs to view details about the employee’s entitlement balances. Each tab provides the following information:
- Summary: Provides details for Accrued, Approved, Pending, Remaining, and Exceeded hours.
- Daily: Provides transaction details for the selected day.
- Expiring Transactions: Provides details about transactions that are expiring. For example, if you are eligible to take a day off within 30 days of working on a holiday, the Expiring Transactions tab shows this entitlement until it expires.