How is the new remaining balance calculated on time off requests?

Question

Why is my time off balance different on the PTO/SPTO request form than on an employee profile?

Answer

When an employee or manager creates a time off request in 7shifts, the system calculates the impact on the paid time off balance based on the specific dates selected for the leave.

The "new remaining balance" is not a static reflection of your current hours; it is a dynamic calculation of what your balance will be as of the first day of your requested time off.

Why This Happens

The Time Off request form displays two separate values to help users understand their bank of hours. The "Paid Time Off (Year) hours remaining" in the top right sidebar shows the balance available as of today. The "New remaining balance" at the bottom left calculates the total hours available specifically as of the start date of the request. 

For example, if an employee has 50.00 hours today but submits a request for dates in early January (like Jan 4), the "new remaining balance" reflects the total available as of that historical date to account for the retroactive change.

What To Do

To accurately review availability when submitting a request in 7shifts, use these two data points in an employee profule:

• Check the top right sidebar: This shows the hours available on the current calendar day (e.g., 50.00 hours).
• Check the bottom left: This shows the "new remaining balance" which is the projected balance as of the first day of the request (e.g., 14.00 hours).
  
  

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