Balances
Operator-maintained snapshots of accrued, used, and available leave — kept current by hand, not auto-accrued.
Reviewed AdminVertiqa 1.54+
The balances page records how much leave each person has. A balance is a snapshot for one (employee, type, period) — for example Vacation, Jan–Dec 2026 — showing accrued, used, and available hours.
Balances are operator-maintained, not an accrual engine. Vertiqa does not accrue hours automatically or deduct them when a request is approved. You keep the numbers current yourself.
What you can do here
- Add a balance — pick the employee and type, set the period, and enter accrued and used hours. Available is derived from the two.
- Filter to the no balance or low balance indicators to find people who are out of, or nearly out of, a leave type.
- Search, group by type, and export the visible list.
- Open a balance to update accrued and used hours over the period.
How it relates to requests
Approving a time-off request does not change a balance. When you approve leave, update the matching balance's used hours so the available figure stays honest — that's the manual link between the two surfaces.
Tips
- Keep one balance per type per period so the available number is unambiguous.
- Use the low balance indicator as a heads-up before approving more leave of a type someone has nearly exhausted.
Related
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