Holiday Balance

  • Viimeksi päivitetty 18. elokuuta 2023 klo 6.39

Note: Can't find this in your Cloud? This feature is available with the Plus Plan of TimeMoto Cloud. If you want to get the most out of your TimeMoto account, make sure to upgrade your plan to your needs!

To check an employee's holiday balance, there are two ways that work in a similar fashion: the Employee Settings and the Employee Card.

The holiday balance consists of different components that influence the balance in different ways:

Built up

The built-up holiday is all that is added to the start holiday budget for the current period (except carryover). Regular users can only view the information, while managers and unit supervisors can adjust the balance manually. Change the built-up holiday by clicking on the pen and paper symbol in the "Built up" section of the Holiday Balance. 

This comes in handy if the employee's holiday budget changes throughout the year due to a new holiday profile.

Carried over from previous period

When the holiday balance reset occurs, the final balance will be carried over to the current period. This value can be limited by the max. carryover defined in the Absence Manager. Positive balances are added to the holiday balance. Negative balances are deducted from the holiday balance.

Used

All changes to the holiday balance caused by the Planning (specifically the Calendar) affect the "Used" section. All days used are deducted from the current holiday balance.

Note: Since the used holiday is deducted from the holiday balance, negative and positive numbers work in reverse. For example, if the Used holiday says (+)8 days, these days are deducted from the current balance. If the Used holiday says -8 days, these days are added to the holiday balance!

Available

This is the effective holiday balance that is still available to the employee. This number consists of the Built up budget, plus the balance that was Carried Over, minus the holiday budget already Used.

How can I calculate the holiday balance?

Considering the information above, you can calculate the holiday balance as follows:

Built up + Carried over - Used = Available

Please consider that negative values can change how carried-over and used allowances are added or deducted.

Example #1:
Built up20
Carried over from previous period5
Used7
Available18

In this example, the total holiday allowance is 20 days. The employee still had 5 days left from last year, which makes up 25 days. During this period, they took 7 days of holiday, which adds up to 20 + 5 - 7 = 18 days still available.

Example #2
Built up20
Carried over from previous period1
Used-3
Available24

In this example, the total holiday allowance is the same, and the employee still has 1 day left from last year, which adds up to 21 days. During the current period, the manager deleted some holidays from last year, which led to a negative "Used" value. Ultimately the employee got 20 + 1 - (-3) = 24 days available.

Example #3
Built up20
Carried over from previous period-3
Used2
Available15

In our last example, with the same total allowance, the employee took off 3 days more than they had available, which led to a negative carryover. Now, with only 17 days, the employee took already 2 days off. All numbers considered, the employee now has 20 + (-3) - 2 = 15 days still available.


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