If you have an accrual policy in place, it just takes a few clicks to find out what an employee's PTO balance is. You can choose between three methods.
Note: If you have not set up accrual policies for paid time off but you pay for your employees' vacation time, you can still check each employee's used hours. Open the EMPLOYEES tab. Select the employee. Click Payroll > Pay History. You can also check the Absence Requests report under the REPORTS tab > Attendance.
To import PTO data for an employee, see How to Import Data into Fingercheck.
In this article, you will learn how to use each method:
Method 1 — From the employee's profile
Log in to your Fingercheck account as an Administrator or Supervisor.
Click the EMPLOYEES tab, and click on the employee's number to open the employee's profile.
In the profile, click Accrual Policies under Personal to see the balance.
Method 2 — From the employee's time card
Log in to your Fingercheck account as an Administrator or Supervisor.
Hover over the TIME & LABOR tab and select Time Sheet to open the Time Card dashboard.
Select the employee's name in the top-right corner to view their time card.
From the Quick Action menu, select Enter Absence.
Within the Employee Absence window, select an absence policy, and the employee's available balance will appear.
Method 3 — From the Absence Requests page
Log in to your Fingercheck account as an Administrator or Supervisor.
Hover over the TIME & LABOR tab and select Absence Requests to open the Time Card dashboard.
On the Absence Requests page, click the Customize Columns button.
Select and drag the Balance option to the header row of the table.
A new Balance column appears with the employees' balances.
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