Using the balance update wizard

Related module:

In this article:

• The balance update wizard
• Modify balances
  • 💡 Here is a video tutorial to help you correct your employees' balances:

The balance update wizard

Access: Leave & Absences > Vue Manager > Compteurs équipe > Assistant de mise à jour

Note: checking leave balances must be done employee by employee, after importing payslips in order to compare the balances of the latest payslip with that of the Eurécia balance.

The wizard consists of different sections:

• 'Informations sur le bulletin': select the employee for whom to compare the payslip (for information purposes, the current payroll processing month appears)
• 'Périodes sur le bulletin': periods appear by default; you can choose which balances appear on the payslip to simplify the display in the following menu
• 'Soldes sur le bulletin': balances of the period balances filtered in the 'Périodes sur le bulletin' section appear: you can check and verify the consistency between the displayed balance and that of the payslip (which appears on the right of the screen); if necessary, manually modify the employee's balance

Note: click on the question mark to display the information of the selected employee: leave profile, contract start date, seniority, working hours, and activity percentage.

• Once the changes are made, save and move to the next employee

Note: if you do not use the HR Portal and payslip import, you can still use this leave balance update wizard.

Modify balances

💡 Here is a video tutorial to help you correct your employees' balances:

In the 'Soldes sur le bulletin' box, check the consistency leave type by leave type between the payslip data and Eurécia's data. In case of a discrepancy, you can modify the balances directly from this page.

The balance update is made on the date of the last day of the month of the selected payslip. For example, if today is 15/03, the displayed payslip will be that of February (the latest one). If you make a modification to the balance on this date, it will take effect in the balance as of February 28 (last day of the payslip).

In case of a modification of the number of days taken, these added or deducted days will be accumulated with the days submitted after this date.

This modification will not replace the balance as of the date on which you carry out the update.

Keywords: Balance · balances · wizard · update · payslip · salaries · leave · period · modify · correct