Reports: View Your Allowance and Balance
Want to know how much time off you’ve earned or have left? You can quickly view your Allowance and Balance directly in the Time-Off Module.
How to View Your Allowance and Balance:
- Go to the Time-Off Module.
- Select Time-Off Summary.
- By default, the view shows the current year.
- 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.