Reports

Time Off Usage & Balances

Compare time off used, pending requests, current balances, and balances after pending.

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Clockspot Time Off Usage & Balances screen. Compare time off used, pending requests, current balances, and balances after pending.
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What this report shows

Time Off Usage & Balances compares time off taken in the selected period, pending requests in that period, current balances, and balances after pending requests.

The summary totals Used, Pending, Balance, and After pending. The Summary view shows Employee, Type, Pay, Used, Pending, Balance, and After pending.

Switch to Taken for dated time off entries or Pending for pending request dates. Those views show Date, Employee, Type, Pay, Hours, and Note.

Filters

Use date range, All employees, All types, and the view selector. The date range scopes used time off and pending request hours. Balance values are current when the report runs.

Reading balances

Balance is the employee's current balance for the time off type. After pending subtracts pending request hours so you can see the likely balance if pending requests are approved.

Exporting

Open the Export menu and choose Download CSV, Download Excel, or Download PDF. The export includes summary, taken, and pending detail.

Common questions

Why does Balance not match the start of the date range?

Balance is current when the report runs. The selected date range controls Used and Pending, not the date used for the current balance.

Where do I adjust an employee's balance?

Open Time Off Balances to review and adjust current balances.

Where do pending hours come from?

Pending hours come from employee time off requests that are still waiting for approval. Review them on Time Off Requests.

Related

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