It’s important for employees to be able to see when they accrue time, use time, and when adjustments are made to their balance. In Eddy, we keep and a balance history for every employee so that they can see exactly how their balance was calculated.
Navigating to the Balance History
Employees can see their balance history on their employee profile. To view this information, they simply need to click into the “Time Off” subsection of the profile and then click into the “Balance History” section of that page.
Balance History Filters
At the top of the Balance History card, there are some filters that the employee can use in order to display the information they’d like to see. The first filter is a category filter. The category filter allows an employee to view the balance history for either the “Vacation” category or the “Sick” category.
If an employee has never belonged to either of these categories, the category will not be available, as there is not history for that category. Only if an employee has a balance history for a category will they be able to view it here.
The other filter here is a date range. By default, a range spanning the last three months is selected. This range is customizable so that an employee can look at their balance history over the course of a year or longer. To customize the date range, simply click into the “From” and “To” fields and select the range you’d like to have displayed.
Understanding the Balance History
Once you’ve selected the category and date range, you can click “Apply Filters” to see the data that corresponds with the selected filters.
It’s important to think of this balance history log like a bank account where debits and credits are made. Each time the employee receives a grant of time (we refer to these in the product as accruals), hours are added to the employee’s balance. Each time an employee takes time-off, hours are removed from their balance.
Additionally, company admins may choose to add or remove time from an employee’s balance for a variety of reasons. When these adjustments are made, they are recorded in the ledger.
Other adjustments, such as when an employee hits their max balance, or when an employee hits a carry-over limit are also displayed in the balance history.