View Your Allowance and Balance

How to View Your Allowance and Balance:

1. Go to the Time-Off Module.
2. Select Time-Off Summary.
   1. By default, the view shows the current year.
   2. Use the dropdown to view previous years if needed.

Columns You May See (depending on your account setup):

• Allowance – Total hours/days allocated each calendar year.
• Balance – Current unused time (pending requests already subtracted).
• Allotment – Hours/days given at the start of the year (excluding carry-over).
• Carry-Over – Hours/days rolled over from the previous year.
• Adjustment – Total hours/days manually added or removed.
• CBS (Current Balance Standing) – Balance based on time already taken.
• Est YE Bal (Estimated Year-End Balance) – Projected balance if no new requests are made.
• Balance to Date – Balance without considering pending or future approved requests.
• Accrued Balance – Time earned through accruals.

In addition to balances, this report provides:

• The total time taken and deducted during the selected calendar year.
• Access to the details of all requests made in PurelyHR.

Who Can View Time-Off Summaries?

• Employees: Can view their own.
• Managers: Can view their direct reports.
• Administrators: Can view all users.