Use Time Off Reports

ClickTime provides two standard reports to help employees and managers track Time Off balances and activity. These reports are available from different parts of the system depending on your role:

• Employees can run reports from the My Reports page.
• Managers (with View Reports permissions) and Administrators can also access the same reports from the Company > Reports page.

These reports provide transparency into how hours are accrued, used, and carried forward, helping both staff and supervisors stay informed.

Time Off and Accrual Summary

The Time Off and Accrual Summary report is designed to display the current available balance of each Leave Type.

How to run it:

1. Navigate to My Reports (or Company > Reports > People if you’re an Admin/Manager).
2. Select Time Off and Accrual Summary.
3. Choose the Leave Type(s) you want to review.
4. Click Run Report.

What you’ll see:

• The current balance for each selected Leave Type.
• Balances reflect any future time off entries already logged in the system.
  
   

This means that if you have planned vacation next month, those hours will already be deducted from your balance in this report.

Time Off and Accrual Detail

The Time Off and Accrual Detail report provides a complete history of changes to Leave Type balances within a date range.

How to run it:

1. Navigate to My Reports (or Company > Reports).
2. Select Time Off and Accrual Detail.
3. Choose the date range and relevant Leave Type(s).
4. Click Run Report.

What you’ll see:

• Starting Balance at the beginning of the date range.
• Any hours used (e.g., approved Time Off entries).
• Any hours earned (e.g., through accruals or manual adjustments).
• The Current Balance as of the last day in your selected date range.

This report is particularly useful for auditing or investigating discrepancies, as it shows all changes in detail.

 

Summary

• Use the Summary Report to get a quick snapshot of current balances.
• Use the Detail Report when you need a full activity log for a specific time period.

Both reports are available to all employees, with managers and admins having the ability to run them across staff for oversight and compliance purposes.