Time Balance History Breakdown
Review your leave code balance history on the Manage My Time Off page.
Time Balance History
To view leave code balance history in HR Management:
Select. The top of the Manage My Time Off page shows current leave code balances for the logged in user as of today's date.Note: Projected hours display for a leave code only if enabled in portal settings.
To review leave code balance history, including annual allotment, starting balances, and accrued hours, select the Clock icon for a leave code line in the grid. A pop-up window similar to the following displays. The window title changes based on the selected leave code.
Leave code balance history shown in the Time Off module is pulled from the following two places in Vista: PR Employee Leave and the PR Employee Leave History Detail Report.
PR Employee Leave
The Annual Allotment and Current Available values can be found in Vista under Employee and Leave Code from the grid, and navigate to the Info tab.. Select the appropriate
- The Annual Allotment as it shows in the portal is the Fixed Accrual
amount * the Accrual Rate. Here, the accrual rate is in years, so: 40.00 * 1
= 40.00. If the rate had been weeks, this value would have been 40.00 * 52
since there are 52 weeks in a year.
- If you are using Rate of Earnings instead of fixed accrual it will use the
employee's Standard Workday Hours *Rate of Accrual* Days in a Year.
PR Employee Leave History Detail Report
The YTD Accrued and YTD Used values are found in the PR Employee Leave History Detail Report in Vista.
Within the report, the Accrued and Taken values correspond to the YTD Accrued and YTD Taken values within the portal. All of these values depend on the Beginning Actual Date (Vista) / Starting Balance as of (portal).