How to view the status of your time off requests (video) and your PTO accrual balances.

Viewing Accrual Balances

Notes

• This applies to centers using the advanced vacation features and tracking time off accruals within Community.
• Time off accrual balances may not match balances from outside systems, depending on the integrations at your center. Please confirm any discrepancies with your supervisor.

The Time Off Worksheet (Plan > Time off worksheet) includes your PTO balance information.

At the top of the page, you can see both the scheduled annual accrual (Full year) and how much time you have accrued so far (Year to date). These totals include all classifications.

The PTO Classification Summary includes your total annual and year-to-date accrual, scheduled hours, and expected end of year balance (based on current scheduled hours) within each classification.

To view details for a classification, click on the classification tile.

The Published Accrual Summary Report includes a graphic display and table for the selected classification with

• Accrued balance (total hours accrued as of this day/week/month/year)
• Scheduled time off (hours scheduled off this day/week/month/year)
• Period balance (time earned/taken this day/week/month/year)
• Cumulative balance (total earned to date minus any time taken)

Tabs at the top allow viewing by day, week, month, year, or viewing transaction details (dates when time off is accrued or taken – table only).

View today's balance

Click the Daily summary tab and hover over the Cumulative balance line of the graph until you reach today. The pop-up text includes your available balance as of that day.

Or you may scroll down in the table until you reach the date. The last column on the right is the balance as of that day.

If you use the mobile app Community Everywhere, you can view your full year (FY) and year-to-date (YTD) balances on the Dashboard.