Understanding Your PTO Balance and Accruals

Modified on Mon, 14 Sep at 1:57 PM

Purpose

Why your balance is the number it is: how time accrues, why it sometimes lags, what happens at year-end, and what happens to it if you leave.

Who can do this: Any employee assigned at least one time-off policy. Your balances are visible on the home page Time Off tile and under My Info > Time Off.

The three numbers

  • Current Balance — what you have accrued to date.
  • Scheduled — hours committed to approved future time off.
  • Available — Current minus Scheduled, which is what you can actually still request.

"My balance looks low" is usually the Scheduled figure at work. Approved future requests reserve their hours immediately.

How accrual works

  • Time accrues on your policy's schedule: weekly, monthly, on your work anniversary, or per hours worked. It does not accrue continuously. Each accrual appears as an Accrued entry in your Time Off History.
  • Accruals run as batch jobs, so a balance can update a little after the accrual date. Checking minutes after midnight may not show it yet.
  • New hires often have a waiting period before accrual starts, and sometimes a separate one before accrued time can be used.

Year-end and carryover

At your policy's reset, which may be the calendar year, your work anniversary, or a date your company sets, a carryover rule applies. If your remaining balance is above the carryover cap, the excess is forfeited and appears in your history as Carry Over Loss. For example, 12 days remaining against a 10-day cap means 2 days are lost. Plan year-end time off with both your balance and the cap in mind.

Some statutory-leave policies, such as New York prenatal leave, work differently. Instead of a fixed reset date they run a personal 52-week cycle that starts the first time you take approved leave under that policy. When the cycle ends, the balance refreshes to the policy's grant amount, and your history shows a Carry Over Loss row followed by a fresh Accrued row.

Other things that move your balance

  • Adjustment entries, which are manual corrections made by your employer.
  • Negative balances. Whether a policy lets you go below zero is a per-policy setting. If you see "You cannot request leaves more than your available balance.", you have reached your Available balance on a policy that does not allow going negative.
  • Holidays. Recognized company holidays are not deducted from requests.
  • Pay stubs. Some policies print your balance on the stub, showing it as of the pay date.

If you leave the company

When your termination is recorded, approved time off dated after your last day and any still-pending requests are cancelled, and those hours go back to your balance. Whether the remaining balance is then paid out in cash depends on your company's policy settings and on the law in your state. Ask your HR team before your last day. A payout, where one is made, appears as a PTO Balance Payout earning line on a pay stub.

On the mobile app

The same three numbers, the same policy list and the same history are available in the UZIO mobile app. Sign in with the same username and password you use for the web portal. See Using the UZIO Mobile App.

Tip: Every change to a balance is a row in your Time Off History under My Info > Time Off: accrual, request, approval, cancellation and adjustment. When a balance surprises you, read the history from the top before asking HR. The answer is usually there.

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