Balances carried forward

Overtime and vacation carryovers are default values that can be brought to any point in time. The balances are calculated on the basis of the last brought forward. The credits for vacation and scheduled hours are also calculated on the basis of the last brought forward for the calculation of the balances.

The holiday cut-off date, which can be set for each user group, determines the date from which the holiday entitlement is renewed.

If you do not want to intervene in overtime or vacation balances (e.g. by paying off, etc.), then the balances do not have to be transferred, the system works year-round.

On users or user groups, the item Transfer balances... is available in the Actions menu:

This allows you to generate default lines for overtime carryover and vacation carryover. The date can be fixed or derived from the employee’s entry date:

As a forward, the actual balance and the balance calculated by Vertec can be carried forward (Select Balance Carry) or a balance can be set by specifying an absolute value (Select Value). If this operation is carried out on a group, the balance is set for all employees assigned to that group.

• Date: Here you can select when the carryover should be entered. Simply select the appropriate date. The default is 01.01. of the year.
• Holiday cut-off date: This is where the carryover per holiday cut-off date is entered (see article User settings). In addition, you can specify that only holiday cut-off days before the selected date are taken into account. The default is today’s date.