Calculate Future Time Off Balances

How do I Calculate Future Balances?

Purpose: Do you ever plan your time off months in advance? It can be hard to manually calculate your accruals forward to see if you'll have enough time for your vacation. This help guide will show you how to use the balance calculator within BambooHR so you can easily see what your balance will be as of any future date in time.

Accrual Calculator

To calculate your future balances, you can click on the accrual calculator in the Time Off widget* on BambooHR Home. Or, you can navigate to the Time Off tab under "My Info." (see below)

*If you are not using BambooHR Time Tracking, the accrual calculator button will appear in the My Info widget on Home.  

The accrual calculator allows you to project a future time off balance for a specific time off type. The calculator can be accessed by hovering over a time off type and clicking the calculate future balance icon. Note that the calculator icon will only be available for time off types that have a policy that automatically accrues. Accrual options set as None do not have the calculator available.

In the mobile app, the calculator icon is located in the top-right corner of the Check Balances screen. For detailed information about the calculator feature in our mobile app, click here.

Select Information

When you click on the "Calculate Balance" button, the accrual calculator will appear. On this page, you will select the type of time off you would like to review (this will default to the type you hovered over to access the calculator) and enter a future date to give you the projected balance of time off you will have accrued by that day.

Click “Accrual Details” and the accrual calculator will show all applicable time off actions up through the projected future date.  In the above screenshot, you can see: accruals, level changes, time off used, and most importantly, that the Vacation balance will be 22.05 days on 1/15/2020.

What's Next?

Do you know how to check current balances for your employees?

Need to understand how to assign a time off policy? Our interactive guides can help; click here to see a list of available guides, follow the instructions at the top, and let the system walk you through the process.

Did you know BambooHR will warn you when you submit a time off request that will result in a negative balance?