Add a new balance rule

A balance rule determines the value of the balance upon passing of a set period. You can give your own description to a balance rule which makes it possible to execute a different logical processing at different times.

For example: A different processing for the monthly closure and the yearly closure.

Balance rules are generated at the closing off of a period by the supervisor.

  1. Choose Attendance Management > Rules > Balance Rules in the Navigation Pane.
  2. Click New Rule in the toolbar of the tab Balance Rules.
  3. In the field Description, enter the description of the balance rule.
  4. In the drop-down menu Type select one of the following options:
    • WEEK,
    • MONTH,
    • YEAR.
    These types are set up by default in System Management. You can define additional types, see Set the default rule type for balance rules.
  5. Click Next.
  6. Select one or more rule blocks from the option group Possible Rule Blocks.
  7. Click to move the rule blocks to the option group Selected Rule Blocks.
  8. Click Finish.
  9. Choose the tab Rule Configuration.
  10. Select a rule block and use the arrows to adjust the sequence.
  11. Select a rule block and configure the rule block, see Configure a rule block.
  12. Add an attendance group, see Add an attendance group to a rule.
  13. Add employees, see Add an employee to a rule.