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Eurécia allows you to take leave from the balances for the current year (N), the previous year (N-1), and the following year (N+1).
If there is leave remaining on a balance from a previous year, the employee will not be able to submit an absence request to clear it. These remaining balances must be transferred to a balance open for booking: usually to the year N or N-1 balance.
In this article:
- Here is a video tutorial to help you transfer remaining balances:
- Transfer remaining leave to another balance
Here is a video tutorial to help you transfer remaining balances:
Transfer remaining leave to another balance
Access: Leave & Absences > Vue manager > Compteur équipe
⚠️ Warning!
It is imperative to transfer remaining balances once the balance is closed (the date in the 'A prendre avant le...' column must be in the past). If the accumulation end date has not passed, this operation cannot be performed.
- In the filter area, set the following information (mandatory):
- The leave type
- The period
- Click 'Afficher'
- Click the 'Actions' button at the top of the column and click 'Sélection tous les éléments' (or only check certain balances if needed)
- Select the bulk action 'Basculer les reliquats' from the drop-down list
- A window opens: select the leave type and the year of the balance to which the remaining balances will be transferred
- Select the action to perform on non-working days
- Ne pas basculer: non-working days will be permanently lost
- Basculer sur les droits acquis: non-working days will be credited to the 'to date' entitlement of the new balance and will therefore no longer be considered as days to be taken on non-working days
- Basculer sur les jours non travaillés: non-working days will be credited to the days to be taken on non-working days of the new balance, the employee will have more days to request on non-working days
- Enter an adjustment comment that will be included in each balance to explain the transaction (this comment is mandatory)
Good to know!
If the absence type is configured in working days and there are no part-time employees in your organization, disregard the field regarding non-working days. On the other hand, if it is configured in business days or if an employee is on full-time equivalent part-time, transfer to non-working days.
- Click 'Pré-visualiser'
- Check the results obtained
- Click 'Appliquer' to transfer the remaining balances
- Click 'Retour' to cancel the operation
Good to know!
When transferring remaining balances, the process is as follows:
- On the original balance, transferred rights are recorded in droits pris.
- On the destination balance, these rights are added to droits acquis.
This process reflects the transfer of rights from one balance to another:
⚠️ Warning!
This action is irreversible.
In each affected balance, you can view the transfer row.
To do this, open one of the relevant balances and view the row in the summary table of balance transactions.
Keywords:
Leave - balance - absences - remaining balance - transfer - rollover - change - year - period - recover - entitlement - days
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