Perform bulk actions on balances

Related module:

In this article:

• Select the relevant balances
• Bulk actions
  • Round accrued entitlement
  • Transfer remaining balances
  • Credit or debit accrued entitlement
  • Override accrued entitlement
  • Generate split leave days

Select the relevant balances

Access: Leave & Absences > Vue manager > Compteur équipe

It is important to filter your balances by leave type and period to best target the balances you want to modify. Here are the different filters you can use:

• Department
• Structure
• Employee
• Balances
  • active
  • inactive (former balances of your employees that are no longer used following a change in leave profile, for example)
  • all: active + inactive
• Type
• Period

Bulk actions

Access: Leave & Absences > Vue manager > Compteur équipe

Round accrued entitlement

This action is performed at the end of the period, once the last accrual has taken place.

• Select the balances via the 'Action' button or by checking them manually
• Via the 'Action' button, select 'Arrondir les droits acquis'
• Select the rounding rule to apply:
  • Next whole number. For example:
    • 0.27 => 1
    • 0.57 => 1
  • Nearest half. For example:
    • 0.27 => 0.5
    • 0.57 => 0.5
  • Next half. For example:
    • 0.27 => 0.5
    • 0.57 => 1
• Enter an adjustment comment
• Preview to check the calculation that was performed
• If you are satisfied with the result, click 'Appliquer' (This action is irreversible.)

This action allows you to round the accrued entitlement (and not the balance). For example, in the following case, the balance will not be rounded:

Initial situation, the balance is 24.72267 days.

After rounding up to the next half, the balance is 25 days:

Transfer remaining balances

Credit or debit accrued entitlement

This action allows you to credit or debit the accrued entitlement of one or more balances by a predefined number of days or hours.

• Select the balances via the 'Action' button or by checking them manually
• Via the 'Action' button, select 'Créditer ou débiter les droits acquis'
• Enter the number to credit or debit (depending on the chosen action)
• Enter the unit of measurement: days or hours
• Enter an adjustment comment
• Preview to check the calculation that was performed
• If you are satisfied with the result, click 'Appliquer' (This action is irreversible)

Override accrued entitlement

This procedure allows you to enter a number of accrued days or hours in the balance regardless of previous operations and without taking into account the entitlement used. It affects accrued entitlement and not the balance.

• Select the balances via the 'Action' button or by checking them manually
• Via the 'Action' button, select 'Imposer les droits acquis'
• Enter the number of days or hours that were accrued
• Enter the unit of measurement: days or hours
• Enter an adjustment comment
• Preview to check the calculation that was performed
• If you are satisfied with the result, click 'Appliquer' (This action is irreversible)

Generate split leave days

Keywords associated with this article:  

bulk actions - balances - leave - absences - accrued entitlement - debit - credit - split leave - carryover - transfer - override