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How to configure Vacation balance counter?
How to configure Vacation balance counter?

Learn how to set Vacation Balance counter in the system

Marko Klopčič avatar
Written by Marko Klopčič
Updated over a week ago

Vacation balance shows the number of vacation days still remaining of the annual
vacation quota. It is used as a reference value whenever an employee spends a day on vacation and the quota has to be decreased by one. 

Note: This counter is part of a predefined configuration thus it is already available when a new account is created.  

1. Go to Settings/Global Time Rules/Accruals view and select Add new accrual button

Note: If you do not see the view, contact your account administrator to give you appropriate permissions.

2. Enter the desired counter name and proceed with the Save button.

3. Next, you need to set counter calculation parameters by selecting the Edit button.

  • Set Sources to Absence, name Annual leave with method Subtract.

4. Set Action Events to:

  • 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. Finish the process by selecting the Save button. The Period selection dialogue will appear where you select from what point in time the rule will be valid. Select the appropriate time point and select the Save button.

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