How to check PTO and vacation balances using the Accrual Balance Dataview

Open the three lines menu on the top left of your Workforce Manager home page > Dataviews & Reports > Dataview Library > Timekeeping > Accrual Balances.

• Accrual Code - PTO (for PTO-Sick/Personal), Vacation, No Accrual (for CMO staff only), Unused PTO (will show all unused PTO-Sick/Personal hours at the end of the school year)
• Taken to Date (Hours) - total number of PTO hours the employee used thus far. This column includes all approved PTO hours, up until the last day you have selected in your date range. If you have "Today" selected as the date range then the column will show the total number of hours used as of today. The column will not show any future approved PTO. 
• Accrual Available Balance (Hours) - total number of hours the employee has available to request off. This column takes into account future PTO days, not included in the date range you have selected.
• Taken to Date (Days) - if applicable to the employee, this column shows the total number of vacation days used thus far. This column includes all approved vacation days, up until the last day you have selected in your date range. If you have "Today" selected as the date range then the column will show the total number of days used as of today. The column will not show any future approved vacation.  
• Accrual Available Balance (Days) - total number of days the employee has available to request off. This column takes into account future vacation days, not included in the date range you have selected.

Quick reminders when looking at Dataviews:

• Customize your date range by clicking on the calendar icon on the top of your page.
• Narrow or expand your search of which employees are in your view. Click the hyperfind dropdown, on the top right of your page, and select from the predetermined list or create your own hyerpfind. 
• Reorder your columns to what works for you. Hold down a column header and drag and drop the column to where you want it to display.
• Filter your view to best suit your needs. You can remove and add columns as needed by clicking on the filter icon to the far right of the column headers. Uncheck or check what columns you need on your view. Removing columns will also allow you to expand column headers to see the full column name.
• Hold your cursor to the right of the column name to expand the header.
• Click the Refine button on the top left of the view to apply a filter to a column.
• Click the down arrow to the right of the column name to sort.