Current Year Time Off Balance Report
Use the Current Year Time Off Balance report to view current leave balances.
Contents
Note: Depending on configuration, this report might be hidden for your timesheet class.
| Field | Description |
|---|---|
| Resource Name | This column displays the name of the user. |
| Leave Type Description | This column displays a description of the leave type, for example, Holiday or Vacation. |
| Beginning Balance | This column displays the beginning balance for that leave type. |
| YTD Accrued Hours | This column displays the number hours accrued in the current year. |
| YTD Used Hours | This column displays the number of hours used in the current year. |
| Current Balance | This column displays the current remaining balance. |
| Latest Accrual Rate | This column displays the accrual rate for the leave type. In co-deployed installations, this value populates from Employee Leave in Costpoint. In stand-alone deployments, it is the accrual rate from the latest timesheet period. The column is hidden if Suppress Accrual Information is selected in Timesheet Classes. |
| Periods Remaining | This column displays the number of periods remaining for the year. For example, if the maximum number of periods in the Costpoint Leave Accrual Schedule is 12, and the current period number is 10, the number remaining is 2. Note: If Use First Timesheet Period as Beginning of Current Year is selected in Timesheet Classes, the number of periods remaining is calculated based on the Timesheet Schedule. This column is hidden if Suppress Accrual Information is selected in Timesheet Classes. Note: In stand-alone deployments, N/A displays. |
| Future Accrual Amount | This column displays the future accrual amount and is calculated by multiplying the latest accrual rate by number of periods remaining. This column is hidden if Suppress Accrual Information is selected in Timesheet Classes. Note: In stand-alone deployments, N/A displays. |
| Current+Future | This column is the current balance plus the future accrual amount. The column is hidden if Suppress Accrual Information is selected in Timesheet Classes. Note: In stand-alone deployments, N/A displays. |