Future Projected Balances

Admins can enable the abiliy for employees to view their projected time off balance for any future date when submitting a time off request. 

Requests for future dates will reduce the balance for that future period, not the current year’s balance.

Enable Projected Balances 

Note: By switching to projected balances, we will not deduct scheduled time off from time off balance displays until the time off actually comes to pass. This will apply to all of your policies.

For a new policy: 

1. Navigate to Admin > Time Off > Policies. 
2. Select Create > New Policy. 
3. Under Time Off Approach, select Accrual Policy. 
4. Under the Advanced Settings, toggle on Allow use of unaccrued time. 
5. Select to either:
   • Use projected balances. 
   • Use negative balances. 
6. Continue with the set up of your policy. 

For an existing policy: 

1. Navigate to Admin > Time Off > Policies. 
2. Select the ellipsis (...) next to the policy you want to update > Edit. 
3. Under the Advanced Settings, toggle on Allow use of unaccrued time. 
4. Select to either:
   • Use projected balances. 
   • Use negative balances. 
5. Save your policy.