This guide provides information on how to view and project time off balances. You can easily check your current time off balances (like vacation, sick leave, and personal holidays). Staying updated helps you manage your time effectively.
Understanding Vacation Balances
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Vacation time is provided up front at the beginning of the fiscal year, which starts on July 1.
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You will see two lines for Vacation:
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Vacation Year to Date - This shows vacation carryover and the total vacation granted for the fiscal year.
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Vacation Available - This shows how much vacation the employee has earned up to the current pay period including any vacation carryover from the beginning of the fiscal year.
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Important notes:
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Always refer to Vacation Year to Date and Balance as of Date as it includes your vacation carryover balance and the vacation you have earned so far, minus what you have used.
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If you separate from the University, you are only entitled to the vacation you have earned up to the separation date.
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Time off accruals are updated on the last day of each pay period.
Note: Workday has many ways to access time off balances, below is one way to view time off balances directly from your Employee Profile in Workday.
| Step 1 |
From the Workday Home Page, click the Employee Profile icon
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| Step 2 |
Click View Profile
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| Step 3 |
From the employee profile, click on Actions and look for Time and Absence
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| Step 4 |
Hover over Time and Absence, click on View Time Off Balance
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| Step 5 |
A pop up window will appear and it will automatically have the current date. Click OK.
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| Step 6 |
Your Time Off Balance report will appear.
Understanding the Balance As of Date for Vacation
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| Step 1 |
Workday allows you to look ahead and see your estimated time off balances for a future date. This is a helpful tool for planning significant events or changes in your life (e.g., planning for retirement, anticipating a maternity/paternity leave, scheduling lengthy medical procedures, or considering job changes). From the Time Off Balance Report click Related Actions (circle with three dots) and look for Time and Absence, click on View Time Off Balance
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| Step 2 |
The same Time Off Balance pop up window will appear and you are able to change the date to see historic or future projected time off balances, then click OK. A new Time Off Balance report will appear.
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Questions?
Contact your local HR department.