View balance overview

  1. Choose Attendance Management in the Navigation Pane.
  2. Choose the element Employees, Employee Groups or Departments in the Navigation Pane.
  3. Do one of the following:
    • Select a filter.
    • Select My 'Element'.
    • Select one employee, employee group or department.
  4. Choose the tab Balances > Overview in the Data Pane.
  5. View the balance overview.
    ColumnExplanation
    Initial Balance The original value
    Current Balance Value after approval of the day counters. This value is displayed in red if it exceeds the minimum or maximum value.
    Planned Future value already entered, but not yet credited because days in the future cannot be approved by definition.
    To Plan The difference between the value and the planned value. This is the actual balance that is available.
    Minimum value Value that will cause an anomaly with decreasing balances (starting value = maximum)
    Maximum value Value that will cause an anomaly with increasing balances (starting value = 0)

    The minimum/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 will be exceeded. 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.