Overview: Managers can view the Time Off Summary for an assigned employee from within their profile on the Buddy Punch website and app. The Time Off Summary provides a detailed history of time off used, accrued, and manual adjustments.
Instructions:
View the Time Off Summary (Web)
1. To view the detailed Time Off Summary for a specific employee, start by clicking Employees in the top navigation.
2. Then click View next to the name of the employee whose time off summary you'd like to review:
3. Once in their profile, click Time Off from the left-hand menu.
4. This will bring you to the Time Off section, where you can click the eye icon next to a specific time off type to review its history:
5. The Time Off History page will provide a comprehensive breakdown of the employees' used or accrued time off for that code.
If you need to export, you'll find CSV, Excel, PDF, and Print options in the top right-hand corner of the page:
View the Time Off Summary (App)
1. Once logged into the Buddy Punch app, click Time Off in the bottom navigation. (Left image below)
2. This will bring you to the Time Off List page, where you can use the employee dropdown to filter down by the employee you want to view. (Middle image below)
3. After you've chosen an employee, click Select. (Right image below)
4. This will bring you to the employee's specific Time Off List page, where you can select View Time Off Summary. (Left image below)
5. On the Time Off Summary page, you can view the different time off balances available for the employee. (Middle image below)
6. By clicking a specific time off balance, you can view its history in more detail. (Right image below)
Understanding Your Time Off Balance Columns
When viewing time off, you'll see two balance columns:
Balance: How much time off the employee has available right now. This includes any approved time off scheduled through the end of the current pay period.
Balance with Future Time Off: Everything the Balance column includes, plus any approved time off scheduled after the current pay period.
Example: An employee has 8 hours available and an approved 4-hour request for a date in the next pay period. Their Balance shows 8, and their Balance with Future Time Off shows 4. Once that next pay period begins, both columns will show 4.
Projected Balance on [date]: If your company allows time off requests against a projected balance for a time off type, a third column shows the balance the employee will have on that date, counting accruals that haven't posted yet. In the employee's profile, this column shows their projected balance on December 31 of the current year.
Time Off History: Click the eye icon next to that time off type to see upcoming accruals as greyed-out Projected accrual (not posted yet) rows, with the employee's balances continuing through them. Use the Projected through date at the top of the page to choose how far ahead to look. It defaults to December 31 of the current year and can be set up to two years out. Then click Show. These rows can't be deleted, since they haven't posted yet.
