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Setup & configuration
Time accounts

Time accounts

Time accounts are the balances that track accrued and consumed time — vacation days, flex hours, and other allowances. Policies add to and draw from these accounts so employees and managers always see an up-to-date balance.

The time accounts list showing type and unit for each account
The time accounts list showing type and unit for each account

Overview

An account defines what kind of balance it holds and the unit it’s measured in. Time-off policies and allowance policies reference accounts to record what an employee earns and uses.

Each account carries:

  • Name and description
  • Type — Time off or Allowance
  • Unit — Days or Hours
  • GL code (optional) — a general-ledger code for payroll and accounting exports
  • Hide from employees (optional) — keep this account off the employee dashboard and timesheet balance cards

Manage time accounts

  1. Go to Settings › Accounts
  2. Use Add Account to create a new one
  3. Click a row to open the account editor

Configure an account

  • Name — the label shown on balances and statements
  • Description — optional details
  • Type — Time off for leave balances, or Allowance for earned supplements
  • Unit — Days or Hours. Time-off accounts default to days and allowance accounts to hours, but you can change this when creating the account.
  • Norm dependent — (day-based accounts only) turn on if the balance should be measured against the employee’s work time norm rather than as plain calendar days
  • GL code — optional code carried into exports
  • Hide from employees — turn on to keep this account off the employee dashboard card and the timesheet period card
The Type and Unit are fixed once the account is created, because existing balances depend on them. To change either, create a new account.

What employees see

Allowance accounts (flex and the settlement banks an employee’s policies feed, such as comp time) appear automatically on the employee’s dashboard card and the timesheet period card, each showing the current balance and the period’s movement. Time-off balances like vacation keep their own views and are not listed there. Turn on Hide from employees to keep a specific account — for example an internal accumulator — off these views.

Using accounts in policies

An account only fills with a balance once a policy is attached to it. Set up accrual and consumption rules on your time-off policies and allowance policies, which then post to the accounts you’ve defined here.

ReasonsEmployee data retention