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How to View the Time Off Summary—Employee (Web/App)
How to View the Time Off Summary—Employee (Web/App)

Step-by-step instructions on how to view your time off summary, which includes available, used, and accrued time off information.

Rachel avatar
Written by Rachel
Updated over a week ago

Overview: If you need to check your current time off balance, future balance, or get a detailed history of time off taken, you can do so from the Time Off Summary.

Instructions:


View Time Off Summary (Web)

1. To view your time off summary, start by clicking Timecards in the top navigation followed by Time Off Summary OR click Time Off Summary on your dashboard:

2. On the Time Off Summary page, you'll be able to view the different time off types you're assigned, your current balance, and your time off balance with future time off taken into consideration.

To view your time off history types in more detail, click the View button:


View Time Off Summary (App)

1. To view your time off summary in-app, start by clicking Time Off in the bottom navigation. (Left image)

2. You'll be taken to the Time Off List, depending on your account's settings, you can either click View Time Off Summary from here (Middle image) or, you will need to click All Employees first. (Right image)

If you do have the option to click View Time Off Summary, skip ahead to Step 5.

3. After clicking All Employees, click on your name from the Choose Employees page then the blue Select button. (Left image)

4. You'll be returned to the Time Off List where you can now click on View Time Off Summary. (Right image)

5. Once on the Time Off Summary page, you'll be able to view the different time off types you're assigned, your current balance, as well as your time off balance with future time off taken into consideration. (Left image)

6. If you want to view the time off history in more detail, click the arrow to the right of your time off type. You'll then be able to see the date of the time off, how many hours were taken off as well as your adjusted current/future balance. (Right image)


FAQ

Q: Why don't I see the time off option in-app or on the website?

A: If you don't see the time off option in-app or on our website, your account administrator has not enabled time off. If you believe this is an error, please contact your Administrator.

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