One of the most important aspects of running a business is managing and approving your employees to take time off. This could be a vacation, a sick day, or simply a day off. With connecteam's time off feature, you can do all that and more in a way that is transparent to both managers and employees. Another important aspect of time off management is documenting approved time off. The time off insights capability is a great way to follow up on all the time off taken by team members.
How to View Approved Time Off
Navigate to the Time Off feature on the left sidebar. The main table is organized into two views, so you always know what the numbers in front of you represent.
Current Balances
This view shows where each employee’s balance stands right now. Values are relevant as of today and do not depend on a date range.
Open the Current balances tab.
Review each employee’s current balance, balance including approved, accrued, used, grants, manual adjustments, and carryover.
Check the year start event column to see each employee’s next anniversary date.
Click on an employee’s line to open the full breakdown of the policies they are assigned to.
Time Off Activity
This view shows what happened during a selected date range. Only activity that occurred within the selected period is included.
Open the Time off activity tab.
Set the date range you want to review.
Filter by policy to focus on a specific policy type.
Review approved, used, accrued, worked hours, grants, and manual adjustments for that period.
💡 Tip: Use Current balances to answer “Where do balances stand today?” and Time off activity to answer “What happened during this period?”
Time Off Insights
The Time Off Insights capability allows admins to understand trends occurring with time off. If you are wondering how much vacation is being taken or how many sick days are used, the time off Insights breaks this down per policy. This lets you easily understand everything related to your company's time off and use them to make necessary decisions,
To view time off insights simply click on insights in the time of the dashboard.
You'll be able to see all your policy types and the number of requests and hours taken across the company. It's as simple as that!
Summary
In this article, we went over how to view approved time off per a user and how to view user time off insights in your day-to-day. Now get started taking some time off!
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