Understanding the Time Off Balance

Understanding the Time Off Balance

What you'll see

When you go to Time Off, you'll see your Time Off balance displayed prominently. This balance tells you how much time off you have available, or how much you've used, depending on your policy type.

Adjacently, you'll see your policy details on the left-hand side of the display card, including the type of policy, when it resets, how much you accrue, followed by your transaction history on the right-hand-side of the display card; a complete record of every time your balance changed.

Understanding your balance

Your balance works differently depending on what type of policy you're on, and how the policy has been configured.

If your policy is limited: Your balance shows days/hours available. This is how much time off you have left to request before your next accrual or reset date.

If your policy is unlimited: Your balance shows days/hours used. This is how much time off you've already taken.

How reset and accrual dates affect your balance

If your policy has a reset date: Your balance only includes requests up to your next reset date. Requests after the reset date won't show in your balance yet, but they will appear in your transaction history.

If your policy has no reset date and accrues annually: Your balance only includes requests up to your next accrual date. Requests after the accrual date won't show in your balance yet, but they will appear in your transaction history.

If your policy has no reset date and accrues monthly: Your displayed balance shows all requests, including those far in the future. There's no cutoff date — everything you've requested (approved or pending) is reflected in your balance, even if the time off is scheduled for next year.

Why does Rise do this?

Policies with reset dates need a cutoff because the balance resets on a specific date each period. Annual policies without reset dates use the accrual date as a cutoff because your balance is calculated up to that point. Monthly policies without reset dates carry balances forward continuously, so all requests count toward your current balance.

To see the complete timeline of all your requests and how each one affected your balance, check your transaction history by clicking View Statement

Reading your policy details

On the left side of your dashboard, you'll see:

Effective from [date] — When your current policy started.

[Amount] accrues [frequency] — How much time off you earn and when. For example, "18 days accrue yearly on Apr 1st" means you get 18 days every year on April 1st.

Reset — Whether your balance resets to zero on a certain date (and if it does, when). If it says "No reset," your balance carries over.

[Amount] carries over until [date] — How much of your balance can roll over to the next period, and when that carry-over expires. If there's no carry-over line, you can't roll unused time off forward.

Active — The policy either has no probationary period or you have already passed the threshold, and can request time off.

Reading your transaction history

Your transaction history shows every change to your balance:

  • Date — When the change happened
  • Description — What caused the change (e.g., "Time off requested: Jun 15, 2026 - Jun 17, 2026")
  • Amount — How much your balance changed (positive or negative)
  • Balance — Your balance after that change

This is where you can see the full picture: all your requests (pending and approved), accruals posted, resets applied, and manual balance adjustments.

What if your balance is negative?

Don’t worry—the system won't block you from requesting time off even if you’re out of hours. A negative balance just means you’re using time you haven't earned yet. Whether these requests are approved depends on your specific department’s policy; your manager or admin will have the final say on whether the request is approved. 

Next steps

  • Want to request time off? See How to request time off.
  • Need to see more details about a request? Click the transaction in your history to expand it.
  • Think your balance is wrong? Check the transaction history to trace back where the difference came from. If you still think there's an error, contact your HR team.

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