PTO needs a way to report on balances per employee
It would be helpful to be able to pull a report that shows the current balances for an employee for each policy they are enrolled in. Also, the new PTO report is great, but what it lacks is a running balance alongside the list of approved PTO requests. For example, on a bank statement, with each transaction you can follow it to see how the debit affects the balance. If this sort of detail were simply included in the current report it would be very helpful to be able to understand how specific requests affected the history of the balance and to be able to answer employee questions about why their balance is what it is.
Thanks for sharing your feedback and idea with us!
Glad to hear you like the new PTO report. I can definitely see how this kind of transaction list with requests and accrual would be really useful for admins and employees both. The report is meant purely for historical purposes, but I could see this idea as an additional feature.
With limited work time and lots of ideas, we prioritize all suggestions with the most traction and support. Let keep the votes coming and we will build this!