This update is for customers using the new Time Off.
Clearer, easier-to-read balances. Balances will mirror the underlying time-account records directly, making them simpler to predict and explain. You'll see a clear breakdown of balance as of today, yearly balance, and carry-over balance (where applicable), with visibility into which records count toward each. Balances are calculated strictly within a single leave year. Adjustments are simpler — including for multiple people at once — and exports of balance data are improved.
A more fine-grained permission model. Three new granular permissions — View Balances, Edit Balances, and View Accounts Summary — replace the broader Access to Time Accounts permission. Default Time Off permissions are also pre-configured for standard Supervisor roles, so new tenants can use Time Off without manual permission setup.
Public API access for balance data. Shortly after the main release, new public API endpoints will be available for listing balances, accessing balance records, and adjusting balances — making it easier to sync time-off information with external systems.
What to expect. This release includes a data migration. Your balance values per leave year will not change — adjustment records will be added where needed to ensure this. We'll be rolling out the change gradually.
Find details in our Help Center. For further information, reach out to your Customer Success Manager.