PTO Balance Check

Employees ask Joy how much PTO they have and get an instant answer, read live from your HRIS: current balance, accrual rate, time off already booked, and exactly how much they'll have before the date they want to travel.

Para HR & People Ops All Employees People Managers New Hires
Prompt de exemplo para o assistente Joy

How much [PTO] do I have available, and how much will I have by [date] before I book [time off]?

Como pode ficar

Um exemplo ilustrativo. Seu resultado vai refletir suas fontes, dados e pedidos.

How much PTO do I have available, and how much will I have by December 22 before I book my holiday trip?

Here's your live PTO balance read from the HRIS, plus what it works out to by December 22 once your accrual and the days you've already booked are counted in.

You currently have 82.5 hours of PTO available under your PTO Policy (Section 3, “Accrual and Balances”) — about 10.3 days at your standard 8-hour day. Joy reads this straight from your live balance in the HRIS and does not change anything there; it is a read-only look at where you stand today.

82.5 h
Available now
10.0 h
Accrued per month
16 h
Booked, not yet taken

You accrue 5.0 hours every semi-monthly pay period — 10 hours a month, 15 days a year — so a little lands on the 15th and again on the last business day of each month. You are well under the 240-hour carryover cap, so none of this balance is at risk of being lost.

Two blocks of time off are already approved but not yet taken, and they will come out of the balance above when the days arrive:

  • Friday, December 4 — 8 hours, approved.
  • Friday, December 11 — 8 hours, approved.

Here is how the balance moves between now and December 22, counting those approved days out and the December 15 accrual in:

DateChangeAvailable balance
Today—82.5 h
Dec 4 (booked day)−8.0 h74.5 h
Dec 11 (booked day)−8.0 h66.5 h
Dec 15 (accrual)+5.0 h71.5 h

So by December 22 you are on track to have about 71.5 hours available — roughly 8.9 days. That comfortably covers a full week off over the holidays (a Dec 22–31 trip works out to 6 working days, or 48 hours) and still leaves you a cushion into the new year.

One thing Joy can’t do from here is book the time off for you — this is a read-only view of your balance. When you’re ready, submit the request in the HRIS time-off portal, and your manager approves it there.

Want me to check whether any of this balance hits your year-end carryover cap, or point you to the HRIS portal to submit the December 22 request?

From question to balance in seconds

PTO Balance Check lets any employee ask Joy how much time off they have, and Joy reads their live balance from the HRIS through a connector and answers on the spot. You get your current balance, your accrual rate, the days you've already booked, and a clear projection of what you'll have by the date you care about.

  1. Connect your HRIS

    Link your HRIS through a Universal Connector with read-only access, so Joy can look up an employee's live PTO balance, accrual rate, and booked time off without ever writing back to the system.

  2. Add your PTO policy

    Upload your PTO and accrual policy to the Knowledge Center so Joy explains the balance in context: the accrual schedule, the carryover cap, and how booked days are counted.

  3. Scope it to each employee

    Access is tied to who's asking, so an employee sees only their own balance. Joy answers the person in front of it and never exposes anyone else's time off.

  4. Ask before you book

    An employee asks Joy how much PTO they have and how much they'll have by a date. Joy reads the live balance, projects accruals and booked days forward, and answers, then points them to the HRIS portal to submit the request.

  5. Make it one click for your team

    Save this ask as a custom command on the assistant your team already uses, so anyone can run it in one step.

Deixe do seu jeito

Live From Your HRIS

Joy reads the current balance directly from your HRIS through a read-only connector, so the number is the real one, not last month's.

Projects Forward

Counts accruals in and booked days out to tell you what you'll actually have on the date you want to travel, not just today's total.

Shows Booked Time

Lists the time off you've already had approved but not yet taken, so a booked day never surprises you after you've planned a trip.

Read-Only by Design

Ask Joy in the chat, or save the ask as a custom command; either way Joy only reads the balance. Booking still happens in the HRIS, where approvals belong.

Any Leave Type

Sick, personal, or a combined PTO bank — Joy reads whichever balances your HRIS tracks and answers for the one the employee asks about.

Year-End Planning

Ask what you'll have left by December 31 and whether any of it hits the carryover cap, so use-it-or-lose-it days don't quietly expire.

Multi-Country Rules

Different accrual and leave rules by country or entity? Joy reads the balance for where the employee sits and explains it against the right policy.

Manager View

Give managers a read on their team's booked time off for a period, so coverage gaps show up before the requests pile in.

Frequently Asked Questions

How do I check my PTO balance without logging into the HRIS?

Just ask Joy. Joy reads your live balance from the HRIS through a read-only connector and answers with your current PTO, your accrual rate, and any time off you've already booked, so you don't have to hunt for the number yourself.

Can Joy tell me how much PTO I'll have by a future date?

Yes. Joy takes your current balance, counts in the accruals you'll earn before the date and counts out the days you've already booked, and gives you the projected balance. That's the number that tells you whether you can cover a trip.

Does Joy book the time off for me?

No. The connector is read-only, so Joy reads your balance but never changes it. When you're ready to book, Joy points you to the HRIS time-off portal, where the request goes to your manager for approval the same way it always has.

Can other employees see my PTO balance?

No. Access is scoped to the person asking, so an employee only ever sees their own balance. Joy answers the individual in front of it and never surfaces anyone else's time off.

How does Joy keep the balance accurate?

Joy doesn't store a copy of your balance; it reads the live figure from the HRIS each time you ask. Because your HRIS is the source of truth for accruals and approved days, the answer reflects the same number your system shows.

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Ready to launch PTO Balance Check?

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