Track how many days of vacation are left for the user to take.
The number of vacation days can be entered in two ways:
1. Individual manual entry - suitable for smaller numbers of users or corrections
2. Group entry by importing file - suitable for a larger number of users
1. Individual manual entry
1. Go to Timelines > Employee day and select the user to whom you want to assign vacation balance, and specify the date from which entry of vacation balance will be valid. Use the Add Adjustment button.
The following 4 are relevant for the entry of vacation balance:
Override balance of vacation days - with this adjustment you set the number of vacation days which overrides the existing vacation balance
Override balance of old vacation days - same for old vacation days
Vacation entry - the value entered under this adjustment is added or subtracted from the existing vacation balance
Last year vacation entry - same for old vacation days
❗ The vacation entry counter includes last year's and this year's vacation. ❗
Example: Insert adjustment for one user
HOW TO INSERT VACATION QUOTA AND LAST YEAR VACATION QUOTA:
Example: "Mojca has 6 days of last year's vacation and 25 days of this year's vacation."
Enter the adjustments:
Last year's vacation entry: 6 days
Vacation entry: 31 days (6days of last year + 25days of this year vacation)
When William's vacation days will pass by, both counters will go down (of course, the absence of annual leave must be added in the All Hours).
By default, last year's vacation is cut on 1st July, and on 1st January vacation counter is transformed into last year's holiday meter.
You can also adjust these limits in Settings under the Calendar groups tab.
2. Group entry by importing a file
Position yourself on tab Users.
Click the arrow at the top right next to the Add User button and chose the Update users balances option.
Click here to download the template file which you fill out in the form template suggests and import it back into All Hours. Pay attention to the correctly chosen Date of insert, from which day onwards the entered vacation balance is valid.
In CSV file insert first name and last name (mandatory). Additionally insert also email if you have any users with the sam first name and last name.
Insert of leave blank:
Running balace - if you want to import plus/minus hours
Vacation balance - in you want to import vacation quota (this year and last year vacation together)
Last year vacation balance - if you want to import last year vacation quota
