Time off balance

Clockify allows you to define when and how time off balances can be used by your team members giving you flexibility and control over your employees’ leave balance. 

Definir expiração da política #

You can define if the balance for a specific time off policy expires or never expires. This setting affects all users under that policy.

1. Go to Time off page and open Manage policies in Settings
2. Click Edit next to the policy you want to change
3. Go to the Balance expiry section and choose one of two options:
   • Never expires (default)
   • Has expiry dates

The balance that Never expires doesn’t have an expiry date and start/end date.
If you choose Has expiry dates, all future accruals and balances for this policy require a defined start and end date.

When changing policies you switch from Has expiry dates to Never expires, all existing dates will be removed.
If you switch to Has expiry dates, all existing balances will automatically be given a start date of today and future balance additions will require defined dates. 

Manage individual user balance #

Owners and admins can apply a specific validity period (start and end date) to any user’s balance. This way users request time off during a specific timeframe. Once that period ends, the balance will expire and be automatically removed.

To add/edit user’s balance:

1. Acesse a página Folgas e abra a aba Saldo
2. Choose policy and select User from the dropdown to display team members
3. Click Manage balance (or Add next to the user’s name)
4. In the popup, enter the number of days, define the timeline (start and end dates) and add any optional notes
5. Clique em Adicionar para salvar as alterações

Adicionar saldos em massa  #

You can add balances to multiple users on a single policy at once:

1. On the Balance tab, check the box next to each team member you want to edit
2. Click Add to balance
3. Insira o número de dias e o período e clique em Adicionar para concluir o processo

Important to remember #

When a user requests time off, Clockify always deducts days from the balance that is expiring the soonest. You can view a user’s balance history by selecting History next to their name.
You’ll receive an email with validity period details when your balance is updated.