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Administrator Guide
Last Updated: 2024-08-23
Concept: Balance Projections for Time Off

Concept: Balance Projections for Time Off

Balance Projections

You can use the
Projected Balances
 section to view a worker's:
  • Current time off balances.
  • Project future balances.
Workday displays the
Projected Balances
 section on these items in
My Tasks
:
  • Revise time off requests.
  • Review time off corrections.
  • Revise time off corrections.
Projected balance information displays only for time off plans that track balances. The grid lists the time off plans and related time offs the worker is eligible for, such as floating holiday or vacation. For each plan, it displays these balances:
Field
Description
Available
Available hours or days in the worker's time off plan balance, up to and including the date shown in the
The projected balances below are calculated as of
 date field.
Available time off = Accrued time - (Approved + Pending time off requests).
Requests with a status of Saved for Later don’t display.
Requested
Hours or days in the current time off request.
Remaining
Available hours or days minus paid hours or days in the current request up to and including the date shown in the
The projected balances below are calculated as of
 date field.
An exception to this rule can apply when the time off plan has a lower time off limit.
Unpaid
Unpaid hours or days in the current request. Only displayed to users reviewing submitted time off requests or corrections.
Values are current as of the date displayed above the
Projected Balances
 grid and take into account termination adjustments, if they exist.

How Workday Calculates Remaining Time

Available
time -
Requested
 time =
Remaining
 time.
If the worker's time off request falls below the lower limit defined for the time off plan balance, the
Remaining
 balance displays the lower limit.
Example 1: Time Off Lower Limit = zero
The
Vacation
 time off plan enables workers to take unpaid vacation when they deplete their plan balance. The time off plan has these settings:
  • Time off lower limit = Zero
  • Unpaid Time Allowed? = Yes
If Morgan's balance is 6 hours and she requests 8 hours of time off, Workday displays these projected balances:
Available
Requested
Remaining
Unpaid (only visible to reviewers)
6
8
Zero
2
Example 2: Time Off Lower Limit = -4
The
Sick
 time off plan enables workers to take up to 4 additional hours of paid sick time. The time off plan has these settings:
  • Time off lower limit = -4
  • Unpaid Time Allowed? = Yes
Amit's sick time balance is 6 hours and he requests 8 hours of sick time off. Workday displays these projected balances:
Available
Requested
Remaining
Unpaid (only visible to reviewers)
6
8
-2
Zero
If Amit requests 12 hours instead or 8, his balances display as:
Available
Requested
Remaining
Unpaid (only visible to reviewers)
6
12
-4
2

How Corrections Affect Balance Projections

When you correct an approved time off request, the
Requested
 balance displays the difference between the amount of time originally requested and the corrected amount.
Example:
  • If you increase the original request from 4 hours to 6, the
    Requested
     field displays +2.
  • If you decrease the original request from 6 hours to 4, the
    Requested
     field displays -2.
The
Available
 balance reflects the previously approved time off request.