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.

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.