Add a new balance code

Choose Attendance Management > Balance Codes in the Navigation Pane.

Click New Balance Code

in the toolbar of the Data Pane.

In the option group Balance Code of the dialog box Wizard New Balance Code, complete the fields below:

Field

Explanation

Name

(mandatory field)

The name of the day code.

Description

The description of the day code.

ID

Field to be completed at your discretion, to assign an individual ID.

Unit

Select from the drop-down menu the unit:

h:m, the balance code is expressed in hours and minutes.
d, the balance code is expressed in days.
#, the balance code is expressed in numbers.

The unit can NOT be modified any longer!

Color

From the drop-down menu, select the color to represent the balance code.

In the option group Limits, complete the fields below:

Field	Explanation
Minimum Value	Check and enter the minimum value for the balance code in the unit set above (hours and minutes, days, or numbers). Enter the code of the anomaly reason or click Filter Anomaly Reasons , select an anomaly reason and click Finish. The minimum value decides whether you can overrun a certain value when writing off on this counter. If the anomaly reason defined previously is of the type 'warning', the user (both webclient and supervisor) will get a warning that the balance has overrun the minimum value. However, it is still possible to write off the requested value (with overruns as a result). If the anomaly reason is 'error', the value cannot be overrun.
Maximum Value	Check and enter the maximum value for the balance code in the unit set above (hours and minutes, days, or numbers). Enter the code of the anomaly reason or click Filter Anomaly Reasons , select an anomaly reason and click Finish. The maximum value decides whether you can overrun a certain value when writing off on this counter. If the anomaly reason defined previously is of the type 'warning', the user (both webclient and supervisor) will get a warning that the balance has overrun the maximum value. However, it is still possible to write off the requested value (with overruns as a result). If the anomaly reason is 'error', the value cannot be overrun.

Field

Explanation

Minimum Value

Check and enter the minimum value for the balance code in the unit set above (hours and minutes, days, or numbers).

Enter the code of the anomaly reason or click Filter Anomaly Reasons , select an anomaly reason and click Finish.

The minimum value decides whether you can overrun a certain value when writing off on this counter. If the anomaly reason defined previously is of the type 'warning', the user (both webclient and supervisor) will get a warning that the balance has overrun the minimum value. However, it is still possible to write off the requested value (with overruns as a result). If the anomaly reason is 'error', the value cannot be overrun.

Maximum Value

Check and enter the maximum value for the balance code in the unit set above (hours and minutes, days, or numbers).

Enter the code of the anomaly reason or click Filter Anomaly Reasons , select an anomaly reason and click Finish.

The maximum value decides whether you can overrun a certain value when writing off on this counter. If the anomaly reason defined previously is of the type 'warning', the user (both webclient and supervisor) will get a warning that the balance has overrun the maximum value. However, it is still possible to write off the requested value (with overruns as a result). If the anomaly reason is 'error', the value cannot be overrun.

Click Finish.

The properties of a balance code can still be modified afterward via the sub tab Properties (except unit).

Where applicable, add free fields. See Edit free fields via tab (Configurator).