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Employee Vacation Balance – Overview

Everything you need to know about vacation balance cards, balance history, how they work, and how to read and use them.

Updated today

Vacation balance cards – overview

Vacation balance cards give you a quick overview of an employee’s vacation balance and how it changes over time.

Here you can see:

  • Current vacation balances

  • Balance history (transfers, corrections, usage, and expiration)

  • Tools to filter and view balances for specific dates


What are vacation balance cards?

Each vacation type is displayed as a vacation balance card in the Vacation balances tab on the employee card.

Depending on the setup, an employee may have one or multiple balance card views.

Each balance card shows:

  • Accrued – Days accrued based on the vacation type setup

  • Extension – Balance extended from a previous holiday period (if enabled)

  • Transfer – Remaining balance transferred from the previous period

  • Corrections – Manual adjustments made to the balance

  • Spent – Vacation days already used

  • Expired – Balance that has expired according to vacation rules

  • Unpaid – Vacation days taken beyond the available balance (if allowed)


Where can I find the vacation balance cards?

Go to the employee’s employee card under HR > Employees and open the Vacation balances tab.

Here you’ll see all vacation balances for the employee 👇🏽


Using the date picker 🗓️

The date picker allows you to view vacation balances for different dates and holiday periods.

You can:

  • Select a specific date

  • Select Today

  • Navigate between months, years, and holiday periods

  • Jump directly to End of the period

The selected date determines which balances are shown. Balances may therefore change when you switch between dates.


Using filters 🎯

Filters help you focus on specific data.

You can filter by:

  • Vacation title (applies to both balance cards and history)

  • Event type (applies to balance history only)

This provides a clearer and more precise overview.


Balance history ⏪

Balance history shows all events that affect the vacation balance.

Each row displays:

  • Event type (accrued, transferred, corrected, spent, expired)

  • Comment (if added)

  • Valid from / to

  • Amount (days or hours)

The list is sorted by today’s date by default, but the order can be changed by clicking the date at the top.


Need help? 💬

More questions?
Get in touch with Support via chat — we’re happy to help! 😊

🖥️ Web/PC: Click the blue chat bubble in the bottom right corner.

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