How to open and close annual leave balances

With a site administrator user go to:

Absences / Balance and within the balance report page click on CLOSE ANNUAL BALANCES.

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The balance closing functionality is used to close the previous year and start the new year.

It works by calendars (it is important to emphasize that you should not create a new calendar for each year, but keep the same calendar from year to year and add holidays every year) .

The system works with a single current year. This being so:

As long as year X is open, all transactions involving any change in the balance are charged to year X regardless of the date of the absence request.

To close year X and open year X+1 you must already be in year X+1, in other words, the system does NOT allow you to close a year until the year in question has passed.

With this concept in mind, the functionality to open and close annual balances is used to:

  • Review outstanding balances for the year of closing (previous year)
  • Carry forward the outstanding balance from the closing year to the new year, if estimated.
  • Add an annual balance of vacation days for the year to be opened.

2 Responses to "How to open and close annual leave balances".

Hello Karim. According to the labor regulations in Spain, the maximum duration of the ordinary working day is 40 hours per week, with a limit of 9 hours of work per day, unless there is a collective bargaining agreement that establishes otherwise, check your specific agreement. In addition, the minimum number of vacation days per year is 22 working days, excluding holidays, which may also be extended depending on your collective bargaining agreement.

It is important to check your collective bargaining agreement or consult with an expert in labor law to understand if there are specific conditions in your industry that modify these limits. From https://itcons.app we can not provide advice because itcons.app is an application of daily reports and an absence management module but we do not provide consulting services and advice on labor matters, anyway thank you very much for contacting us we hope to have helped you as much as possible. Best regards

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