Configure the rule 'Close Balance'

With this rule, the value of a balance can be transferred to the next period (of the same balance counter or not). You can enter an expiration date.

Example: At the end of the month the balance for flexible hours is closed. The remaining value can be erased or transferred.

  • 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 Close Balance rule block that you want to configure.
  2. In the option group Code, select one of the following options:
    OptionExplanation
    Close all open balances All balance counters are closed.
    Close balance for code Enter the code or click Select Code to select a balance code.
  3. From the option group Quantity Options, select one of the following options:
    OptionExplanation
    The remaining quota expires The value of the balance counter(s) is set to 0.
    The remaining quota is transfered to the next period. The value of the balance counter(s) is transfered to a next period. Set the various options below.
  4. If you have chosen to transfer the remaining quota to the next period, check the following options where applicable:
    OptionExample / explanation
    Quota Options

    Check the option Transfer a maximum to the next period and enter the maximum.

    Example: For administrative staff, the setting is that a maximum of 2 flexible hours can be transfered to the next period.
    Transfer Options

    The value (possibly limited by the settings above) can be transfered.

    Select one of the following options:

    • Transfer to the same code, the value is transfered to the same balance code.
    • Transfer to code, enter the code or click Select Code to select a balance code.
    Expiration Options

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

    Example: Holidays are transfered to the next year but have to be taken within a month.