Using the Balance Screen
The balance screen is broken down into different areas.
Here the Yearly entitlement is entered for the employee if necessary. In some cases such as Time in Lieu there would be no yearly entitlement. The Start/end Date adjust field can auto calculate the adjustment to be made if an employee does not work an entire year from the start date listed in the personnel details screen. The next four fields are manual adjustment fields which are used to allocate leave which is not in the system. For example an employee may have leave carried in from a previous year before the system was installed which would need to be put in here. Please note, these adjustments are named in the system as Adjustment 1, 2, 3 and 4. However they can be renamed in the Define Balance section of Configuration. Please see your Configuration manual to see how to make this change
The final yearly entitlement is listed in bold at the bottom.
The minimum carry forward is used to define how many days an employee must carry forward into the next year. This can be set as a negative number to allow days to be borrowed from the following year. To limit the amount of days an employee can carry over enter it into the Maximum CF field. The Balance Limits are used to define the most and least amount of leave an employee can have inside a calendar year.
These details are defined in Configuration in the Define Balance section
This shows a summary of the employees balance details.
The Taken field shows the absences that have been marked as taken in the system. Note that Taken means taken from the actual balance as opposed to physically taken which is under the Taken to date field.
The Received field displays any balance an employee may have earned by working certain amounts of time.
The current balance is the amount of time an employee can still take.
The Accrued to date is the amount of time the employee has earned to date minus any leave the employee might have already taken.
If there are any rules regarding balances such as Entitlement or Accrual rules they would be applied to the balance here, in the Rule field