The Balances page brings together the time off balances for everyone you manage, so you can check allowances, used days, and what's left across your team without opening each profile. This guide walks you through reading the table, filtering it, opening a single balance for the full picture, adjusting a balance, and exporting the results.

To see balances across your team, go to Time off > Balances in the left sidebar menu.

The page opens on a table with one row per employee, per time off type, per period. By default it shows only balances for the current usage period and hides archived balances, so you start with what's relevant today.

Each row is a single balance — one time off type for one employee in one period. The columns give you the full story at a glance:

Employee — the person the balance belongs to.

Time off policy — the policy the employee is assigned to.

Time off type — the kind of leave, such as Vacation, Sick leave, or Remote.

Accrual period — the period the allowance is earned in.

Usage period — the period the allowance can be used in. If the policy extends unused days past the period, you'll see a second line prefixed with Ext. showing the extended window (or Indefinite if the days never expire).

Allowance — the total amount granted for this type in this period.

Used — how much has been taken.

Planned — time off booked for future dates that hasn't happened yet.

Balance — number of days that can be used.

You can sort the table by Employee, Time off policy, Time off type, Accrual period, or Usage period by clicking the column header.

Use filters to narrow the table to the balances you care about — for example, one team, one time off type, or one usage period.

Click the filters icon in the top-right corner of the table.

Click Add filters.

Choose a filter, set its value, and repeat to combine as many as you need - you will see only balances that are meeting all the criteria.

Click Apply filters

The available filters are:

Archived — set to Yes to show archived balances, or No to hide them (the default).

Current usage period — show only balances whose usage period is active right now. This is on by default.

Employee

Department or group

Time off policy (accessible only for administrators)

Time off type

Accrual period start date and Accrual period end date

Usage period start date and Usage period end date

Include inactive employees (accessible only for administrators)

Click any row to open Balance details on the right. The details view breaks down everything behind the numbers in the table:

Employee, Policy, and Time off type — who and what the balance is for.

Accrual period and Usage period — the dates the allowance is earned and used in.

Extended usage period — if the policy lets unused days roll past the period, the window they stay usable in.

Allowance — the total granted. If the allowance is earned monthly, you'll also see Next monthly accrual with the amount and date of the next top-up.

Used and Planned — how much is taken, and how much of that is still upcoming.

Balance — what remains.

When the policy uses an extended usage period, the details also show Used in extended period, Limit to use in extended period (if the policy caps it), and Available in extended period.

The detail view has a Requests tab listing every request tied to this balance. If there aren't any, you'll see There are no requests related to this time off balance.

Sometimes a balance needs a manual correction — to account for days carried over from another system, a one-off grant, or an irregularity. You can adjust the granted allowance and the used amount. What remains (Balance) recalculates automatically.

On the Balances page, click the balance you want to change.

In Balance details, open the Adjustment tab.

Set the Adjusted allowance and, if needed, the Adjusted usage.

Check the preview — it shows what the balance will be after your change.

Click Adjust balance.

On the Balances page, click Bulk adjust.

The Allowance and Used columns become editable. Change the values for as many rows as you need.

Click Save changes to apply, or Cancel to discard.

You can export the balances currently in view — including any filters you've applied — as a CSV file.

Click the Export icon in the top-right corner of the table. The file is prepared and downloads automatically.

The export includes each balance's employee, policy, time off type, whether it's archived, the accrual and usage periods, and the accrued, allowance, used, planned, and balance figures. For policies with an extended usage period, it also includes the extension's expiration date, limit, available, and consumed amounts.

To review balances for just one policy — for example, right after you've set its rules — open the policy and go to its Balances tab.

Go to Settings > Time off > Time off policies, open a policy, and click Balances. You'll see the same table, filters, adjust, and export tools as the main Balances page, already scoped to that policy's employees.