Perform mass updates on trackers

You can perform several types of actions that will allow you to modify your leave balances in bulk:

• Round acquired entitlements
• Transfer remaining balances
• impose entitlements
• ....

We'll explain everything to you 😊!

 

Caution! These actions are irreversible!

 

Who is concerned by this article?

The administrator of the Eurécia platform

 

 

 

Select the relevant trackers

Access: Staff Leave & Absences > Manager view > Team trackers

It is important to filter your trackers by leave type and by period in order to better identify which trackers you wish to modify. Here are the different filters you can use

 

• Department
• Branch
• Employee
• Trackers
  • actives
  • inactives (your employees' old trackers which are no longer used following a change in leave profile, for example)
  • all: active + inactive
• Type
• Period

 

Mass actions

Access: Staff Leave & Absences > Manager view > Team trackers

Rounding up acquired entitlements

This action is performed at the end of the period, once the last increment has been made.

• Select the trackers via the 'Action' button or by checking them manually
• Via the 'Action' button, select 'Round off the acquired rights'
• Select the rounding rule to apply:
  • Upper integer. For example:
    • 0.27 => 1
    • 0.57 => 1
  • Nearest half. For example:
    • 0.27 => 0.5
    • 0.57 => 0.5
  • Upper half. For example:
    • 0.27 => 0.5
    • 0.57 => 1

• Indicate an adjustment comment
• Preview to check the calculation that has been performed
• If you are happy with the result, click on 'Apply' (This action is irreversible.)

This manipulation allows you to round up the acquired rights (and not the tracker balance). For example, in the following case, the tracker balance will not be rounded up:

Initial situation, the balance is 11.44 days.

After rounding up to the nearest half, the balance is 11.66 days:

 

Transfer remaining balances

A separate article is dedicated to this action, for more information on this manipulation do not hesitate to consult it: Transferring the remaining staff leave balance to a new tracker

 

Credit or Debit Acquired Rights

This action allows you to credit or debit the acquired rights of one or more trackers for a predefined number of days or hours.

• Select the trackerss via the 'Action' button or by checking them manually
• Via the 'Action' button, select 'Credit or debit acquired rights'
• Indicate the number to be credited or debited (depending on the action chosen)
• Indicate the unit of measurement: days or hours
• Indicate an adjustment comment
• Preview to check the calculation that has been performed
• If you are happy with the result, click on 'Apply' (This action is irreversible)

 

Enforce acquired rights

This operation allows you to enter a number of acquired days or hours in the tracker, regardless of any previous actions and without taking into account the leave already taken. It affects the acquired entitlements, not the tracker balance.

• Select the trackers via the 'Action' button or by checking them manually
• Via the 'Action' button, select 'Enforce acquired rights'
• Indicate the number of days or hours that have been acquired
• Indicate the unit of measurement: days or hours
• Indicate an adjustment comment
• Preview to check the calculation that has been performed
• If you are happy with the result, click on 'Apply' (This action is irreversible)

 

Generate split days

For more information on this action, go to this page: Generate split days

 

 

Keywords associated with this article:

mass actions - counters - balances - leave - absences - acquired rights - debit - credit - split - balance - switch - impose