The running balance is the sum of the daily balances in the active billing period and is transferred to the next month by default. If you do not want to transfer and you want to cut it on a monthly or annual level you have the option to set this automatically.
What are the cutting options?
We can set it to 0,
can be cut if it is greater than a certain parameter,
we add if it is less than a certain parameter,
cut if greater and add if it is lower than a certain parameter.
Balance cut for everyone
2. Clicking Edit opens the settings, where we find the Action events below and click Add
3. Adding a new action event:
Execution point: calendar event type, select Payday
Use yesterday's value check
Action: here you decide how you would like to cut.
1. example: cutting to 0
Make 2 rules: Add if lower + cut if greater, in both cases the value is 0
2. example: we only transmit minus hours
Make 1 rule: Cut if it's greater than 0
3. example: Not tolerated for more than +10 hours or less than -10 hours
Make 2 rules: Cut if it is greater than 10 and add if it is less than 10
When we add rules, we save everything altogether and select a validity period.
Balance cut for single time policy
Open time policy that you want to edit
Edit rule Running balance
Set configuration to override
Set source to Other-Daily difference
Action event that happens on payday, uses yesterday value and cuts if greater than value 0:00 (custom value).
Example:
Save from date you want changes to be in effect.
Add payday into the calendar
First, we set the rules regarding cutting, and then we determine the payday in the calendar on which the balance is cut.
It is also necessary to specify the date of the payment day.
Go to Settings > Calendars.
You select a calendar that is assigned to employees.
In addition to holidays and vacation limits, we also add a Payday if it has not already been set.
Assign a name, select date, type: Payday, Repeat: monthly cut or annual
Save
🕵️♀️ Check the setting by placing on the timelines, selecting the user, and moving from the last date in the month to the first, and check at the right side to see if the balance has been cut, taking into account the validity period you set.