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How to configure the Vacation balance counter?

Setting up the counter that shows the remaining vacation days on a selected date.

Written by Marko Klopčič

The Vacation balance counter shows the remaining vacation days on a selected date.

Note: This counter is part of the default configuration and is available as soon as a new account is created.

1. In Settings > Global Time Rules, open the Counters tab and click Add.

Note: If you do not see this view, ask your account administrator for the appropriate permissions.

2. Enter the counter name, set Rule Value Type to Number of days with instance and click Save.

3. In the Configuration section, click the edit icon and set the parameters:

  • Sources: absence Annual leave with the method Subtract.

Action Events:

  • Execution point: Calendar event type;

  • Calendar event type: Last year vacation limit;

  • Use yesterday value: Disabled;

  • Action: Subtract value;

  • Value type: Calculation result yesterday value;

  • Get value from: Last year vacation balance;

  • Track result: leave empty.

4. Click Save, select the date from which the rule applies, and confirm with Save.

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