Read about what the menu item Balance means and when you should use it.
Balance can be used in several different cases. Under company settings, the administrator can change settings that apply to the entire company, but when individual employees must have settings that should not affect the rest of the company, Balance is used instead. Here you can change several values for individual employees that affect how much vacation and absence they can register in the calendar.Vacation
In the column for Transferred days, enter the number of vacation days that the employee has transferred from the previous year.
On Ordinary vacation days, the value chosen for the entire company under system settings is displayed, and should be changed if the employee has an agreement for more vacation days.
Extra vacation days also show the value selected for the whole company under system settings, if the employee is older than or turns 60 years old during the year. If the employee is younger than 60, the value displayed here will be 0. If the employee does not have their birthdate filled out, the value will be 0. The value can be changed in the balance if the employee has an agreement on more vacation days.
In the Used vacation days column, you can change the value if the employee has used vacation days during the year that were not registered in the calendar. This may, for example, be the case if the system is put into use in the middle of the year and the employee has already used a couple of vacation days.
The last column shows how many days the employee has left to use for this year. You cannot change this value manually, but the value will change based on what is filled out in the other fields here in the balance. This field is based solely on the balance and will not update when the employees start to register vacation in the calendar.
Absence
This menu item should only be used when the system is put into use for the first time and employees have already used absence days during the year before the system was put into use.
Fill out the columns with the different absence types if the employee have used any of them before the system is put into use. This will adjust how many days of the absence type that the employee can register in the calendar, so that it will be correct in relation to the rules set up for the company under company settings.
For example, if the company settings for Maximum day of paid leave is set tp 5, and the employee has already used 2 days of paid leave, you fill in 2 in the balance for paid leave. The employee will then only be able to register 3 more days of paid leave in the calendar.
You can't change the balance for self certification occasions here. This absence type is counted 12 months back in time, instead of per calendar year, and must therefore be registered manually in the calendar on the correct dates.
