Configure the rule 'Create Balance'

With this rule you can assign a new value to a balance. This rule is often used for period closures of the type 'YEAR' to set the new value of the holiday counters.

Example 1: At the end of the month every employee will receive a day of compensatory rest that has to be taken within a month.

Example 2: Every year the balance for PH (Paid Holidays) will be set back to 20 days. If necessary, this balance can be set to expire after 1 year.

  • If a balance rule without attendance group or employee is created, this rule will be used as a catch-all for all employees to whom none of the defined balance rules apply.
  • Ensure that a balance rule not to be executed randomly, is generated by at least 1 employee.
  1. Select the Create Balance rule block that you want to configure.
  2. Enter the code in the field Code or click Select Code to select a balance code.
  3. In the option group Quantity Options, complete the fields below:
    OptionExample / explanation
    Quota Options

    In the field Increase the quota with, enter the value with which the balance code should be incremented. The unit can be hours and minutes, days or numbers, depending on the selected balance code.

    Example: At the end of the month employees receive one day of compensatory rest.
    Expiration Options

    Check the option Quota expires after, enter the value and choose the period from the drop-down menu.

    Example: At the end of the month, employees receive a day of compensatory rest, but it has to be taken within a month.