In this article, we'll learn about the Vacation Balance overview; how to visualize the list of your users and their relative balances.
Where can I find the overview of vacation balances?
The overview is found by heading over to HR ➡️ Users ➡️ Vacation balances. Depending on the settings, balances can be either in days or hours.
Vacation types
Each employee can have one or more vacation types depending on your company settings. For each vacation type, all the relative amounts can be visualized like this:
Accrued: The amount a user accrues according to its vacation settings
Transferred: The amount that is transferred from a previous period
Correction: The amount that derives from corrections to the available balance that have been made manually by managers
Spent: The number of days or hours that have been used by the employee
Expired transfer: If the transferred amount has an expiring date once the amount is expired, it will be displayed here.
Available balance: The result of the previously mentioned amounts.
Adding filters to specify the Vacation period
Balance date
When you access the balance list the default date is the current date followed by the holiday period that date is in. If you want to view the balance at the end of the holiday period or any other date you can click Add filter, press Balance date, select the preferred date, and finally click Apply.
Selecting Today’s Date
Click Today in the calendar so you see that today's date is highlighted. Click the highlighted date, and then click Apply. If you only click Today and Apply the today’s date will not be saved.
Title Filter
You can filter employees according to their title.
Click Add filter followed by Title, and then simply select one or more titles that you want to visualize. Apply the search by clicking Apply. The titles you select will be shown on the right. You can remove the titles by either clicking on the chips on the right, or unmarking the checkbox in the list of titles.
The Department Filter
You can use the filter tool to filter employees, if you want to see a selection of users specified by department.
Simply click Add filter to open the filter tool, and then select Department. Choose the department(s) you want to see and finish by pressing Apply.
The 'Vacation name' filter works exactly as the previously described filters.
All the filters that have been applied will be visualized at the top of the user list. Here you can also remove a filter by clicking on the little x in the filter chip.
Specify your search
Selecting columns to further specify the view
You can select specifically what columns to visualize. To select or deselect a column, just click on the column name. The ones highlighted in blue are the active ones. You'll find details such as Accrued, Spent, Transferred, and Correction in the list.
Searching for employee
Use the search bar to search for a user. This works as in the other tabs (General, Contract, Documents, etc.)
Selecting number of rows returned in the list
You can select how many rows to visualize per time. You can move to the next 10 or 20 (depending on what you have selected) using the arrows on the right.
Help & Support
If you have any questions or concerns regarding this feature, please do not hesitate to contact our Support-teams. They are ready and happy to help 😃
🖥️ Web/PC: Click on the blue bubble at the bottom right corner.
📲 App: Click More, followed by Contact support.
☎️ Phone: +45 78 70 06 59, dial 1 for support.