Balance Tracking

Always Know Where Balances Stand

Dual vacation PTO and sick day allocations with automatic accrual that runs on your configured hours-per-pay-period schedule. No spreadsheets, no manual math.

  • Automatic Accrual

    Configure hours-per-pay-period and let the system handle the rest. Balances update automatically on your payroll schedule.

  • Balance Projections

    See projected balances at end of month, quarter, year, and next year — accounting for approved requests and scheduled accrual.

  • Yearly Caps & Reset

    Set annual caps with use-it-or-lose-it reset policies. Balances roll over or reset at year-end based on your configuration.

  • Sick-to-PTO Fallback

    When a staff member's sick balance is exhausted, requests automatically draw from their vacation PTO balance — no manual intervention needed.

Balance Dashboard
Request Workflow

Submit, Approve, Done

Staff submit leave requests that move through a clean workflow: Submit, Pending, then Admin approve, deny, or revoke with notes. Approved requests automatically create unavailability sessions so scheduling stays accurate.

  • 7-Day Advance Cancellation

    Staff can cancel approved requests up to 7 days in advance. Admins can override this policy when circumstances require flexibility.

  • Coverage Credits

    Staff who cover for absent colleagues earn coverage credits, creating a fair and trackable system for team support.

  • Monthly Usage Breakdown

    View past and future leave usage month by month. Spot trends, plan for busy seasons, and ensure adequate coverage.

  • Admin Scoping

    Admins can view all staff or scope their view to shared-location staff only, keeping multi-location operations clean and focused.

Request Workflow

Simplify Staff Leave

Automatic accrual, smart projections, and a workflow that keeps your team covered — without the admin overhead.

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