Reports
Time Off Usage & Balances
Compare time off used, pending requests, current balances, and balances after pending.
No login required. Opens in one click.
What this report shows
Time Off Usage & Balances compares time off taken in the selected period, pending requests in that period, current balances, balances after pending requests, and the current dollar value of paid balances.
The summary totals Used, Pending, Balance, After pending, and Balance value. The Summary view shows Employee, Type, Pay, Used, Pending, Balance, After pending, and Balance value.
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. Current balances and Balance value 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.
Balance value is an accrual-liability estimate for paid time off balances. Clockspot multiplies the employee's current balance minutes by their current hourly rate, rounds to the nearest cent, and shows the result in dollars. Unpaid time off does not add liability. If a paid balance has hours but the employee has no current hourly rate on Compensation, Clockspot shows a dash for that row's Balance value and for the total instead of treating the unknown value as zero.
Exporting
Open the Export menu and choose Download CSV, Download Excel, or Download PDF. The export includes summary, taken, and pending detail. Summary exports include Current Balance Value Dollars.
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.
- Does Balance value use the selected date range?
No. Balance value uses the current balance and current hourly rate when the report runs. The selected date range controls Used and Pending.
- Why does Balance value show a dash?
A dash means the row is unpaid or Clockspot cannot value a paid, non-zero balance because the employee has no current hourly rate on Compensation. If any paid row is missing a needed rate, the total Balance value also shows a dash.
- 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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How Clockspot classifies overtime hours into report tiers.
Running payroll
The path from a closed pay period to numbers you can hand to your payroll provider.
Reports
Open the report that matches the hours, payroll, job, or clock-location question you need to review.
Scheduled Reports
Email yourself recurring Clockspot report exports and saved payroll export files.
Current Status
See who is clocked in, on time off, scheduled today, or off duty right now.
Daily Summary
Review one day's clock activity, open punches, time off, pending edits, and cleanup items.
Attendance
See who worked each day, with hours, absences, and in/out times.
Attendance Exceptions
Find scheduled absences, missing clock-outs, unscheduled work, and scheduled-hour variances.
Hours Summary
See each employee's regular, overtime, and time off hours for the period.
Overtime
See who hit overtime each week, with the rule behind each tier.
Payroll Readiness
Check payroll blockers, warnings, and cleanup actions before using payroll totals.
Payroll Summary
See payroll-ready hours and pay per employee, ready to process.
Timesheet Audit
Review direct edits and edit requests with who changed what, when, and why.
Job Hours
See how employee hours break down by job and project.
Labor Cost by Job
See hours, straight-time pay, overtime premium, and labor cost by job.
Verification Exceptions
Review clock events missing expected location, kiosk-photo, or phone voice evidence.
Location Summary
See how hours and headcount break down across clock locations.
Location Activity
See the clock-in and clock-out location for every shift.
Location Compliance
Find time entries with missing or mismatched clock locations.
Location Coverage
Compare where each employee worked, by location and by day.
GPS Clock Event Map
See GPS-tagged clock events plotted on a map.
Site Overview
Scan hours, entries, and employees at each clock location.