Every user card in SameSystem has a tab dedicated to balances. Balances include all absences with accrual and spending calculation, such as Holiday and other paid absences.
Below you can see an example, where we have a balance for both "Holiday" and "Paid Sickness".
Each balance has the following information:
Accrued - what the employee has saved upon the given date.
Transfer - balance transferred from the previous period.
Corrections - manual adjustments, either additions or deductions.
Spent - what the employee has spent to the given date.
Expired transfer - the transferred amount that wasn't spent in due time.
Self-paid - if an employee uses an absence (such as Holiday) that hasn't been accrued yet, then it'll be counted as self-paid, and not deducted from the balance but instead be deducted as salary.
The sum of all of these results in the Available Balance, which is the blue amount.
Below the balance cards, there's the balance history, as seen below. This one shows all the events and what impact they have on the available balance.
Viewing vacation balances for all employees at once
To see an overview of all employees' vacation balances without opening individual user cards, go to HR → Employees → Vacation Balance tab. Set the Balance Date to your desired cutoff date (e.g. 31.12.2025) to see remaining balances as of that date.
Exporting vacation balances
To export vacation balances, go to Reports → More → Vacation Planner Report. Set the date to your desired cutoff, select the relevant absence types and departments, then click Export to download the data as Excel or CSV.
Tracking taken vacation periods
To see which vacation dates employees have actually taken (rather than remaining balances), go to Reports → Overviews → Absence Overview and filter by absence type "Vacation."
Help & Support
If you have any questions or concerns, please do not hesitate to reach out to our Support-teams.
📲 App: Click More, followed by Contact support.
🖥️ Web/PC: Click on the blue bubble at the bottom right corner.