Time Off Report Column Descriptions

A list of Time Off Report Field descriptions.

DESCRIPTIONS

Understand what the default fields mean from the Time-Off Request and Time-Off Usage report.

CARRYOVER

  • Carryover Entitlement: The amount of unused vacation days carried over from the last plan year to the current plan year. This amount can be found on the employee's profile when clicking their Time Off tab > Carryover Days.

  • Used from Carryover: The amount of Carryover the employee used for the current plan year. 

  • Scheduled from Carryover: The amount of Carryover the employee currently has scheduled to use for the current plan year. 

  • Carryover Expired: The amount of Carryover expired without being used.

  • Currently Active Carryover: The amount of Carryover that can still be used currently during this plan year. Any carryover that is scheduled to be used a day in the future or has already been used in the past will be subtracted from this amount. Expired carryover will be reflected in this amount.

  • Carryover Qualified for Next Carryover: The amount of Carryover that can carryover into next plan year. This does not include maximum carryover or the accrued time that could carryover.

  • Total Remaining Qualified for Next Carryover: The amount of Carryover and accrued time that carries over to the next year. This column does include maximum carryover.

    • Currently Active Carryover + Remaining Accrual = Total Remaining Qualified for New Carryover.

ACCRUAL

  • Accrual Year: The plan year that the plan is currently in. If the plan is a January 1st renewal plan, this will be equivalent to your current year on the calendar. Anniversary plans and plans that do not renew on January 1st will display as the previous calendar year until that renewal or anniversary date occurs in this current calendar year. The plan year will update and reflect the current calendar year. For example, if an employee starts with a company on July 1, 2020 and is assigned an anniversary plan, their accrual year will show as 2020 from July 1, 2020 until June 30, 2021. On July 1, 2021, the plan will renew and his accrual year will be 2021.

  • Accrual Entitlement: The amount that employees will accrue by the end of the year. This number takes into account prorations and qualifiers.

  • Accrued: The amount of time the employee has accrued for this year. This amount can be found on the employee's profile when clicking their Time Off tab > Accrued Days.

  • Used from Accrued: The Accrual time the employee used this plan year so far. 

  • Scheduled from Accrued: The amount of Carryover the employee currently has scheduled to use for the current plan year. 

OTHER

  • Type: The time-off type. A large "bucket", such as PTO or Sick Time, can include separate plans that vary depending on an employee's tenure, job title, or pay type. An employee can be assigned to one plan per time-off type. 

  • Plan: The time-off plan name. View the list of plans in Company > Settings > Time Off. The plans are listed as bullet points under each plan type.

  • Units: Plans can be set up in hours or days. Indicate if the plans are set up in hours or days.

  • Scheduled: The amount the employee currently has scheduled to use for the current plan year. This is also the requested time off for a future date, that have been approved (if approval is required). This amount can be calculated by combining the Scheduled from Carryover and the Scheduled from Accrued amount.

  • Available Now: The amount of time the employee currently has available to use. This is calculated by combining the Accrual and Carryover while reducing any Used and Scheduled. It can be found on the employee's time-off tab on their profile. In the reporting tool within HRIS, Available Now is calculated by combining the Accrual and Carryover while excluding the Used and Scheduled.

  • Used in Period: The amount of time the employee will have used by the end of the plan year. This is calculated by combining the Scheduled and Used amount.

  • Used: The amount of Used from Accrued days combined with Used from Carryover days.

  • Scheduled: The amount of Scheduled from Carryover days combined with the Scheduled from Accrued days.