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 View 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.
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)
